+603.3%
DIA vs NXPI
+1,889.2%
-1,285.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.8% |
| 7D | -0.2% | +1.9% | -2.1% | -0.6% |
| 30D | -1.5% | -1.4% | -0.1% | -1.3% |
| 3M | +3.8% | -29.1% | +32.8% | +11.0% |
| 6M | +10.3% | +6.2% | +4.1% | +6.7% |
| YTD | +12.1% | +5.9% | +6.2% | +8.2% |
| 1Y | +18.6% | +2.9% | +15.8% | +14.8% |
| 3Y | +60.6% | +14.5% | +46.1% | +47.1% |
| 5Y | +64.4% | +17.1% | +47.4% | +46.0% |
| 10Y | +250.1% | +193.4% | +56.7% | +144.3% |
| All | +603.3% | +1,889.2% | -1,285.9% | +239.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling