+154.0%
NEM vs NXPI
+16.4%
+137.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -2.2% |
| 7D | -3.3% | +0.7% | -3.9% | -3.4% |
| 30D | +7.8% | -4.2% | +12.0% | +8.6% |
| 3M | +36.3% | -20.4% | +56.7% | +41.3% |
| 6M | +6.6% | +12.5% | -5.9% | +4.3% |
| YTD | +27.1% | +5.2% | +21.9% | +25.9% |
| 1Y | +62.3% | +5.1% | +57.2% | +60.4% |
| 3Y | +245.1% | +17.7% | +227.4% | +228.6% |
| 5Y | +154.0% | +16.8% | +137.2% | +127.3% |
| All | +154.0% | +16.4% | +137.6% | +127.3% |
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