+200.5%
NXPI vs WMB
+267.9%
-67.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.7% | -0.4% | +1.7% |
| 7D | -0.3% | -6.7% | +6.3% | +2.6% |
| 30D | +12.7% | -8.6% | +21.3% | +16.8% |
| 3M | +7.5% | -4.9% | +12.4% | +9.1% |
| 6M | -12.3% | -6.3% | -6.0% | -10.8% |
| YTD | +19.7% | +13.0% | +6.7% | +11.4% |
| 1Y | +27.6% | +14.9% | +12.6% | +17.6% |
| 3Y | +50.0% | +113.4% | -63.4% | +1.6% |
| 5Y | +27.2% | +190.2% | -163.0% | -26.4% |
| 10Y | +200.5% | +259.9% | -59.3% | +32.0% |
| All | +200.5% | +267.9% | -67.4% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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