+50.0%
NXPI vs WMB
+110.9%
-60.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.7% | -0.4% | +2.3% |
| 7D | -0.3% | -6.7% | +6.3% | +1.3% |
| 30D | +12.7% | -8.6% | +21.3% | +15.0% |
| 3M | +7.5% | -4.9% | +12.4% | +8.4% |
| 6M | -12.3% | -6.3% | -6.0% | -11.6% |
| YTD | +19.7% | +13.0% | +6.7% | +14.2% |
| 1Y | +27.6% | +14.9% | +12.6% | +20.8% |
| 3Y | +50.0% | +113.4% | -63.4% | +22.8% |
| All | +50.0% | +110.9% | -60.9% | +22.8% |
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