+35.9%
NXPI vs WY
-32.5%
+68.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.3% |
| 7D | +9.4% | -5.4% | +14.8% | +12.9% |
| 30D | +18.1% | +7.9% | +10.2% | +12.1% |
| 3M | +15.0% | -16.6% | +31.6% | +27.3% |
| 6M | -8.4% | -11.2% | +2.8% | -4.1% |
| YTD | +24.8% | -11.3% | +36.1% | +28.7% |
| 1Y | +33.3% | -5.5% | +38.8% | +30.8% |
| 3Y | +51.0% | -25.4% | +76.4% | +71.3% |
| All | +35.9% | -32.5% | +68.4% | +74.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling