+34.7%
NXPI vs WWD
+187.3%
-152.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.5% |
| 7D | +6.8% | +4.0% | +2.8% | +4.6% |
| 30D | +20.0% | +0.4% | +19.6% | +19.6% |
| 3M | +14.8% | -7.9% | +22.7% | +19.6% |
| 6M | -10.5% | -10.6% | +0.2% | -6.0% |
| YTD | +23.7% | +9.4% | +14.3% | +13.4% |
| 1Y | +34.1% | +25.7% | +8.3% | +11.8% |
| 3Y | +51.2% | +148.5% | -97.3% | -20.5% |
| All | +34.7% | +187.3% | -152.5% | -39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling