+1,921.9%
NXPI vs WM
+927.4%
+994.5%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +2.8% |
| 7D | -4.4% | +1.2% | -5.6% | -5.2% |
| 30D | +5.6% | +13.1% | -7.5% | -2.3% |
| 3M | +7.6% | +3.6% | +4.0% | +4.6% |
| 6M | -17.6% | +8.1% | -25.6% | -23.2% |
| YTD | +15.9% | +8.9% | +7.0% | +7.0% |
| 1Y | +22.4% | +20.3% | +2.1% | +5.5% |
| 3Y | +43.2% | +46.2% | -2.9% | +4.1% |
| 5Y | +21.4% | +59.9% | -38.5% | -19.5% |
| 10Y | +186.8% | +345.6% | -158.8% | -23.6% |
| All | +1,921.9% | +927.4% | +994.5% | +106.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling