+251.0%
DIA vs NXPI
+198.9%
+52.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -1.2% | -2.3% | +1.0% | -0.7% |
| 30D | -2.7% | -4.3% | +1.6% | -1.6% |
| 3M | +3.3% | -24.7% | +27.9% | +10.1% |
| 6M | +10.4% | +9.7% | +0.7% | +5.0% |
| YTD | +10.0% | +3.8% | +6.2% | +5.7% |
| 1Y | +16.2% | +1.6% | +14.6% | +11.7% |
| 3Y | +58.7% | +16.0% | +42.7% | +40.9% |
| 5Y | +63.6% | +16.1% | +47.5% | +40.0% |
| 10Y | +251.0% | +211.4% | +39.7% | +121.2% |
| All | +251.0% | +198.9% | +52.1% | +121.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling