+51.2%
NXPI vs WMB
+121.9%
-70.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | +6.8% | +7.8% | -1.1% | +4.7% |
| 30D | +20.0% | -5.1% | +25.1% | +21.3% |
| 3M | +14.8% | -4.7% | +19.5% | +15.8% |
| 6M | -10.5% | -7.4% | -3.1% | -9.4% |
| YTD | +23.7% | +17.5% | +6.3% | +16.9% |
| 1Y | +34.1% | +19.5% | +14.6% | +25.7% |
| 3Y | +51.2% | +121.3% | -70.0% | +23.0% |
| All | +51.2% | +121.9% | -70.6% | +23.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling