+2,058.7%
NXPI vs WSM
+2,595.9%
-537.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.3% | -1.4% |
| 7D | +6.8% | 0.0% | +6.8% | +6.7% |
| 30D | +20.0% | +5.1% | +15.0% | +17.4% |
| 3M | +14.8% | +5.1% | +9.7% | +12.1% |
| 6M | -10.5% | +48.6% | -59.1% | -24.8% |
| YTD | +23.7% | +44.2% | -20.5% | +4.2% |
| 1Y | +34.1% | +38.1% | -4.0% | +14.8% |
| 3Y | +51.2% | +257.2% | -206.0% | -18.4% |
| 5Y | +33.4% | +165.1% | -131.7% | -22.2% |
| 10Y | +209.2% | +1,123.6% | -914.3% | -23.6% |
| All | +2,058.7% | +2,595.9% | -537.2% | +201.1% |
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