+1,747.1%
NXPI vs WEC
+554.1%
+1,193.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.4% |
| 7D | +1.9% | -0.3% | +2.2% | +2.0% |
| 30D | -1.4% | -1.3% | -0.1% | -1.2% |
| 3M | -29.1% | -3.9% | -25.1% | -28.6% |
| 6M | +6.2% | -8.3% | +14.5% | +8.0% |
| YTD | +5.9% | +3.1% | +2.8% | +4.5% |
| 1Y | +2.9% | +1.9% | +0.9% | +1.6% |
| 3Y | +14.5% | +41.9% | -27.4% | +1.9% |
| 5Y | +17.1% | +30.8% | -13.7% | +5.7% |
| 10Y | +193.4% | +141.9% | +51.4% | +97.1% |
| All | +1,747.1% | +554.1% | +1,193.0% | +320.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling