+195.8%
NXPI vs WMB
+309.4%
-113.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.3% | -4.0% | -2.7% |
| 7D | +0.7% | +0.8% | -0.1% | +0.3% |
| 30D | -6.6% | +7.7% | -14.3% | -9.8% |
| 3M | -25.4% | +6.7% | -32.1% | -27.8% |
| 6M | +11.9% | +3.6% | +8.3% | +9.3% |
| YTD | +4.0% | +28.0% | -24.0% | -7.7% |
| 1Y | +1.0% | +37.6% | -36.6% | -13.6% |
| 3Y | +16.3% | +149.0% | -132.7% | -25.6% |
| 5Y | +17.7% | +285.3% | -267.6% | -39.4% |
| 10Y | +195.8% | +302.1% | -106.2% | +25.4% |
| All | +195.8% | +309.4% | -113.6% | +25.4% |
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