+124.8%
MS vs NXPI
+31.3%
+93.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.8% | -0.4% |
| 7D | +0.8% | -0.5% | +1.3% | +1.0% |
| 30D | -0.7% | +15.0% | -15.7% | -5.2% |
| 3M | -12.4% | +12.6% | -24.9% | -16.0% |
| 6M | -1.7% | -10.6% | +8.8% | +0.6% |
| YTD | +8.0% | +22.1% | -14.0% | -3.0% |
| 1Y | +16.2% | +29.8% | -13.5% | +1.8% |
| 3Y | +171.3% | +47.8% | +123.5% | +112.5% |
| 5Y | +124.8% | +33.9% | +90.9% | +70.7% |
| All | +124.8% | +31.3% | +93.5% | +70.7% |
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