+24.3%
BMY vs NXPI
+16.5%
+7.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | -4.8% | -2.3% | -2.5% | -4.7% |
| 30D | -0.7% | -4.3% | +3.7% | -0.5% |
| 3M | +15.3% | -24.7% | +40.0% | +16.5% |
| 6M | +8.5% | +9.7% | -1.2% | +6.8% |
| YTD | +23.4% | +3.8% | +19.7% | +21.7% |
| 1Y | +42.9% | +1.6% | +41.3% | +41.0% |
| 3Y | +22.0% | +16.0% | +5.9% | +17.9% |
| 5Y | +24.3% | +16.1% | +8.2% | +15.4% |
| All | +24.3% | +16.5% | +7.9% | +15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling