+64.1%
DIA vs NXPI
+15.6%
+48.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -0.8% |
| 7D | +0.1% | +0.7% | -0.6% | -0.1% |
| 30D | -2.1% | -6.6% | +4.5% | -0.7% |
| 3M | +4.2% | -25.4% | +29.6% | +10.0% |
| 6M | +11.9% | +11.9% | 0.0% | +6.6% |
| YTD | +10.8% | +4.0% | +6.8% | +7.0% |
| 1Y | +17.5% | +1.0% | +16.5% | +13.8% |
| 3Y | +59.9% | +16.3% | +43.6% | +43.2% |
| 5Y | +64.1% | +17.7% | +46.4% | +39.7% |
| All | +64.1% | +15.6% | +48.6% | +39.7% |
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