-15.8%
F vs NXPI
+21.7%
-37.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -1.3% |
| 7D | +1.6% | -4.4% | +5.9% | +3.2% |
| 30D | +2.6% | +5.6% | -2.9% | 0.0% |
| 3M | -8.8% | +7.6% | -16.4% | -12.0% |
| 6M | +4.6% | -17.6% | +22.2% | +10.7% |
| YTD | -1.9% | +15.9% | -17.8% | -12.8% |
| 1Y | -0.8% | +22.4% | -23.2% | -14.4% |
| 3Y | +43.5% | +43.2% | +0.2% | +2.9% |
| All | -15.8% | +21.7% | -37.5% | -37.5% |
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