+51.2%
NXPI vs WY
-23.6%
+74.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.5% |
| 7D | +6.8% | -0.8% | +7.6% | +7.1% |
| 30D | +20.0% | +10.1% | +9.9% | +14.8% |
| 3M | +14.8% | -15.4% | +30.2% | +22.9% |
| 6M | -10.5% | -8.3% | -2.2% | -8.7% |
| YTD | +23.7% | -9.8% | +33.5% | +25.5% |
| 1Y | +34.1% | -3.9% | +38.0% | +30.4% |
| 3Y | +51.2% | -23.3% | +74.6% | +67.3% |
| All | +51.2% | -23.6% | +74.9% | +67.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling