+1,747.1%
NXPI vs WMB
+883.7%
+863.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.8% |
| 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% | -3.5% |
| 1Y | +2.9% | +32.9% | -30.0% | -8.7% |
| 3Y | +14.5% | +140.6% | -126.1% | -19.9% |
| 5Y | +17.1% | +273.5% | -256.4% | -31.2% |
| 10Y | +193.4% | +334.2% | -140.9% | +51.1% |
| All | +1,747.1% | +883.7% | +863.4% | +334.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling