+212.4%
NXPI vs WY
+5.0%
+207.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.8% |
| 7D | +6.8% | -0.8% | +7.6% | +7.2% |
| 30D | +20.0% | +10.1% | +9.9% | +13.0% |
| 3M | +14.8% | -15.4% | +30.2% | +24.9% |
| 6M | -10.5% | -8.3% | -2.2% | -8.1% |
| YTD | +23.7% | -9.8% | +33.5% | +26.7% |
| 1Y | +34.1% | -3.9% | +38.0% | +31.9% |
| 3Y | +51.2% | -23.3% | +74.6% | +68.1% |
| 5Y | +33.4% | -31.2% | +64.6% | +59.0% |
| All | +212.4% | +5.0% | +207.4% | +181.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling