+16.3%
NXPI vs WWD
+164.2%
-147.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.3% | -0.8% |
| 7D | +0.7% | +0.8% | -0.1% | +0.3% |
| 30D | -6.6% | -6.4% | -0.2% | -3.9% |
| 3M | -25.4% | -5.6% | -19.8% | -24.0% |
| 6M | +11.9% | -9.1% | +21.0% | +15.3% |
| YTD | +4.0% | +12.5% | -8.5% | -4.7% |
| 1Y | +1.0% | +41.3% | -40.3% | -19.8% |
| 3Y | +16.3% | +170.2% | -153.9% | -35.2% |
| All | +16.3% | +164.2% | -147.8% | -35.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling