+1,890.5%
NXPI vs WM
+949.2%
+941.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +1.2% | -8.9% | -8.4% |
| 7D | -8.1% | +4.5% | -12.6% | -10.6% |
| 30D | 0.0% | +16.1% | -16.0% | -8.8% |
| 3M | +6.2% | +8.0% | -1.8% | +0.8% |
| 6M | -15.7% | +8.4% | -24.1% | -21.6% |
| YTD | +14.1% | +11.2% | +2.9% | +4.1% |
| 1Y | +18.2% | +22.3% | -4.1% | +1.0% |
| 3Y | +42.0% | +50.2% | -8.3% | +1.5% |
| 5Y | +19.5% | +63.3% | -43.8% | -21.7% |
| 10Y | +182.3% | +355.0% | -172.7% | -25.7% |
| All | +1,890.5% | +949.2% | +941.3% | +101.0% |
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