+208.7%
NXPI vs WWD
+460.9%
-252.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.8% |
| 7D | -0.5% | +0.4% | -0.9% | -0.6% |
| 30D | +15.0% | -0.4% | +15.4% | +15.1% |
| 3M | +12.6% | -6.1% | +18.6% | +16.0% |
| 6M | -10.6% | -9.5% | -1.0% | -6.7% |
| YTD | +22.1% | +10.8% | +11.3% | +11.9% |
| 1Y | +29.8% | +23.5% | +6.2% | +11.0% |
| 3Y | +47.8% | +151.3% | -103.5% | -16.5% |
| 5Y | +33.9% | +187.8% | -154.0% | -31.0% |
| 10Y | +208.7% | +461.1% | -252.4% | +20.3% |
| All | +208.7% | +460.9% | -252.2% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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