+578.8%
MS vs NXPI
+196.8%
+382.0%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.3% | -0.2% | +1.9% |
| 7D | +0.7% | -0.3% | +1.1% | +0.9% |
| 30D | -0.9% | +12.7% | -13.6% | -5.5% |
| 3M | -13.0% | +7.5% | -20.4% | -15.7% |
| 6M | -2.0% | -12.3% | +10.3% | +1.4% |
| YTD | +7.8% | +19.7% | -11.9% | -4.1% |
| 1Y | +17.9% | +27.6% | -9.7% | +1.9% |
| 3Y | +174.8% | +50.0% | +124.8% | +109.6% |
| 5Y | +119.9% | +27.2% | +92.7% | +72.1% |
| 10Y | +578.8% | +200.5% | +378.3% | +224.5% |
| All | +578.8% | +196.8% | +382.0% | +224.5% |
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