+22.0%
NXPI vs WST
-0.1%
+22.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.0% |
| 7D | -4.4% | -3.1% | -1.3% | -3.4% |
| 30D | +5.6% | +9.1% | -3.5% | +3.2% |
| 3M | +7.6% | +14.7% | -7.1% | +3.6% |
| 6M | -17.6% | +28.0% | -45.6% | -23.3% |
| YTD | +15.9% | +45.6% | -29.8% | +3.6% |
| 1Y | +22.4% | +45.7% | -23.3% | +9.3% |
| 3Y | +43.2% | +21.1% | +22.2% | +23.3% |
| All | +22.0% | -0.1% | +22.2% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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