+2,058.7%
NXPI vs WPM
+709.0%
+1,349.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.6% | -0.8% |
| 7D | +6.8% | -3.6% | +10.3% | +7.4% |
| 30D | +20.0% | +1.4% | +18.6% | +19.4% |
| 3M | +14.8% | -0.2% | +15.0% | +14.2% |
| 6M | -10.5% | -7.3% | -3.2% | -9.9% |
| YTD | +23.7% | +12.3% | +11.4% | +19.4% |
| 1Y | +34.1% | +24.9% | +9.2% | +26.8% |
| 3Y | +51.2% | +210.4% | -159.1% | +19.6% |
| 5Y | +33.4% | +210.4% | -176.9% | +3.8% |
| 10Y | +209.2% | +731.7% | -522.4% | +96.9% |
| All | +2,058.7% | +709.0% | +1,349.7% | +1,028.4% |
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 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