+1,747.1%
NXPI vs WSM
+2,306.1%
-559.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +0.4% |
| 7D | +1.9% | -3.3% | +5.2% | +3.3% |
| 30D | -1.4% | -8.4% | +7.0% | +2.2% |
| 3M | -29.1% | +9.7% | -38.7% | -32.0% |
| 6M | +6.2% | +16.7% | -10.5% | -1.5% |
| YTD | +5.9% | +28.7% | -22.8% | -6.3% |
| 1Y | +2.9% | +13.7% | -10.8% | -4.3% |
| 3Y | +14.5% | +230.1% | -215.6% | -36.4% |
| 5Y | +17.1% | +179.0% | -161.9% | -33.3% |
| 10Y | +193.4% | +1,002.5% | -809.2% | -24.3% |
| All | +1,747.1% | +2,306.1% | -559.0% | +170.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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