+34.8%
NXPI vs WU
-44.4%
+79.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.0% | +6.1% | +4.1% |
| 7D | +1.7% | +2.1% | -0.4% | +0.6% |
| 30D | +19.7% | +10.1% | +9.5% | +15.0% |
| 3M | +14.5% | -1.1% | +15.7% | +14.1% |
| 6M | -11.2% | -19.8% | +8.6% | -5.4% |
| YTD | +25.8% | -20.8% | +46.6% | +33.8% |
| 1Y | +35.2% | -15.1% | +50.3% | +39.3% |
| 3Y | +52.3% | -23.2% | +75.5% | +60.4% |
| 5Y | +34.8% | -42.6% | +77.5% | +62.1% |
| All | +34.8% | -44.4% | +79.3% | +62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling