+34.2%
DIS vs NXPI
+185.6%
-151.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.9% |
| 7D | +5.2% | -4.4% | +9.6% | +6.5% |
| 30D | +11.5% | +5.6% | +5.9% | +9.4% |
| 3M | +11.5% | +7.6% | +3.9% | +8.5% |
| 6M | +8.9% | -17.6% | +26.4% | +12.7% |
| YTD | +3.4% | +15.9% | -12.5% | -5.7% |
| 1Y | +7.2% | +22.4% | -15.2% | -4.3% |
| 3Y | +43.3% | +43.2% | +0.1% | +16.0% |
| 5Y | -31.4% | +21.4% | -52.8% | -43.5% |
| All | +34.2% | +185.6% | -151.4% | -22.1% |
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