+1,747.1%
NXPI vs WPM
+853.8%
+893.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.3% | +1.5% |
| 7D | +1.9% | +1.1% | +0.8% | +1.7% |
| 30D | -1.4% | +26.4% | -27.8% | -5.8% |
| 3M | -29.1% | +20.8% | -49.9% | -31.7% |
| 6M | +6.2% | +1.1% | +5.1% | +5.0% |
| YTD | +5.9% | +32.5% | -26.6% | -0.5% |
| 1Y | +2.9% | +51.5% | -48.6% | -6.0% |
| 3Y | +14.5% | +267.0% | -252.5% | -12.1% |
| 5Y | +17.1% | +250.1% | -233.1% | -10.8% |
| 10Y | +193.4% | +540.4% | -347.0% | +95.0% |
| All | +1,747.1% | +853.8% | +893.3% | +839.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling