+215.0%
NXPI vs WM
+331.3%
-116.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.4% | -1.5% |
| 7D | +9.4% | +1.2% | +8.2% | +8.8% |
| 30D | +18.1% | +15.2% | +2.9% | +11.0% |
| 3M | +15.0% | +8.3% | +6.7% | +10.7% |
| 6M | -8.4% | +13.1% | -21.6% | -14.6% |
| YTD | +24.8% | +12.5% | +12.2% | +16.3% |
| 1Y | +33.3% | +21.8% | +11.5% | +19.2% |
| 3Y | +51.0% | +48.8% | +2.2% | +18.1% |
| 5Y | +34.5% | +62.1% | -27.5% | -1.5% |
| All | +215.0% | +331.3% | -116.3% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 10y: compounded portfolio wealth divided by compounded WM 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…
10y analysis · Full analysis span regression · 6 months rolling