+235.3%
DIA vs NXPI
+211.0%
+24.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.2% |
| 7D | +1.6% | +9.4% | -7.8% | -0.7% |
| 30D | +1.2% | +18.1% | -16.9% | -3.2% |
| 3M | -2.4% | +15.0% | -17.4% | -6.2% |
| 6M | +5.7% | -8.4% | +14.1% | +6.6% |
| YTD | +9.9% | +24.8% | -14.8% | +0.3% |
| 1Y | +9.8% | +33.3% | -23.5% | -1.9% |
| 3Y | +59.8% | +51.0% | +8.8% | +31.4% |
| 5Y | +57.7% | +34.5% | +23.2% | +29.3% |
| All | +235.3% | +211.0% | +24.3% | +93.2% |
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