+130.7%
WFC vs NXPI
+15.8%
+115.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -1.9% |
| 7D | +1.1% | +0.7% | +0.4% | +0.9% |
| 30D | +0.8% | -6.6% | +7.4% | +2.1% |
| 3M | +9.3% | -25.4% | +34.7% | +15.1% |
| 6M | +10.6% | +11.9% | -1.3% | +4.4% |
| YTD | -4.1% | +4.0% | -8.1% | -8.3% |
| 1Y | +13.6% | +1.0% | +12.5% | +9.0% |
| 3Y | +130.7% | +16.3% | +114.4% | +97.3% |
| All | +130.7% | +15.8% | +115.0% | +97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NXPI.
Daily Out/Under-Performance
Portfolio return minus NXPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXPI 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded NXPI 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling