+16.1%
NXPI vs WPM
+261.4%
-245.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.5% |
| 7D | -2.3% | +3.9% | -6.1% | -3.1% |
| 30D | -4.3% | +17.7% | -22.0% | -8.1% |
| 3M | -24.7% | +39.4% | -64.1% | -30.5% |
| 6M | +9.7% | +6.4% | +3.3% | +6.7% |
| YTD | +3.8% | +34.0% | -30.2% | -4.2% |
| 1Y | +1.6% | +50.5% | -48.9% | -9.0% |
| 3Y | +16.0% | +280.3% | -264.3% | -18.9% |
| 5Y | +16.1% | +266.3% | -250.2% | -23.4% |
| All | +16.1% | +261.4% | -245.2% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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