+27.2%
NXPI vs WMB
+14.6%
+12.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.7% | -0.4% | +2.7% |
| 7D | -0.3% | -6.7% | +6.3% | +0.3% |
| 30D | +12.7% | -8.6% | +21.3% | +13.6% |
| 3M | +7.5% | -4.9% | +12.4% | +8.0% |
| 6M | -12.3% | -6.3% | -6.0% | -12.2% |
| YTD | +19.7% | +13.0% | +6.7% | +25.9% |
| All | +27.2% | +14.6% | +12.6% | +34.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling