+17.1%
NXPI vs WMB
+275.1%
-258.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.1% | +1.2% |
| 7D | +1.9% | +0.6% | +1.3% | +1.7% |
| 30D | -1.4% | +3.3% | -4.7% | -2.7% |
| 3M | -29.1% | +3.1% | -32.2% | -30.1% |
| 6M | +6.2% | -0.7% | +6.9% | +5.8% |
| YTD | +5.9% | +25.2% | -19.3% | -3.6% |
| 1Y | +2.9% | +32.9% | -30.0% | -9.0% |
| 3Y | +14.5% | +140.6% | -126.1% | -22.9% |
| All | +17.1% | +275.1% | -258.0% | -30.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling