+31.9%
NXPI vs WY
+0.3%
+31.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.6% | -4.8% | +0.8% |
| 7D | +5.3% | +13.3% | -8.0% | +5.0% |
| 30D | +9.5% | +17.6% | -8.1% | +9.1% |
| 3M | +12.0% | -15.0% | +27.1% | +11.9% |
| 6M | -8.1% | -5.9% | -2.2% | -7.9% |
| YTD | +23.7% | -5.7% | +29.4% | +23.6% |
| 1Y | +31.9% | -0.2% | +32.1% | +30.8% |
| All | +31.9% | +0.3% | +31.6% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling