+224.4%
MRK vs NXPI
+231.6%
-7.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.5% | -5.0% | -0.9% |
| 7D | -4.3% | +3.9% | -8.1% | -4.6% |
| 30D | +8.3% | +1.4% | +6.9% | +8.1% |
| 3M | +20.0% | -21.5% | +41.6% | +22.3% |
| 6M | +25.7% | +19.4% | +6.3% | +22.1% |
| YTD | +38.7% | +9.9% | +28.8% | +35.7% |
| 1Y | +74.7% | +7.9% | +66.8% | +70.9% |
| 3Y | +45.4% | +22.7% | +22.7% | +37.7% |
| 5Y | +129.0% | +22.1% | +107.0% | +113.0% |
| All | +224.4% | +231.6% | -7.2% | +157.5% |
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 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