+205.7%
NXPI vs WU
-39.0%
+244.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.1% |
| 7D | -2.3% | -4.9% | +2.7% | -0.1% |
| 30D | -4.3% | -1.3% | -3.1% | -4.0% |
| 3M | -24.7% | -3.6% | -21.1% | -24.9% |
| 6M | +9.7% | -24.3% | +34.1% | +21.7% |
| YTD | +3.8% | -21.1% | +24.9% | +12.4% |
| 1Y | +1.6% | -10.3% | +11.9% | +2.2% |
| 3Y | +16.0% | -28.4% | +44.4% | +27.8% |
| 5Y | +16.1% | -51.2% | +67.3% | +50.9% |
| All | +205.7% | -39.0% | +244.7% | +261.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling