+436.7%
GE vs NXPI
+15.6%
+421.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.1% | -0.2% |
| 7D | +1.2% | +0.7% | +0.5% | +0.9% |
| 30D | -9.5% | -6.6% | -2.9% | -7.8% |
| 3M | +4.1% | -25.4% | +29.5% | +12.3% |
| 6M | +3.9% | +11.9% | -8.0% | -2.7% |
| YTD | +9.0% | +4.0% | +5.0% | +3.8% |
| 1Y | +21.9% | +1.0% | +20.9% | +16.5% |
| 3Y | +281.8% | +16.3% | +265.5% | +227.0% |
| 5Y | +436.7% | +17.7% | +419.0% | +331.0% |
| All | +436.7% | +15.6% | +421.1% | +331.0% |
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