+34.5%
NXPI vs A
+12.3%
+22.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | +0.5% |
| 7D | +9.4% | +0.7% | +8.6% | +8.9% |
| 30D | +18.1% | +0.8% | +17.3% | +17.6% |
| 3M | +15.0% | +16.9% | -1.9% | +4.5% |
| 6M | -8.4% | +53.8% | -62.2% | -30.7% |
| YTD | +24.8% | +28.1% | -3.3% | +5.4% |
| 1Y | +33.3% | +15.0% | +18.2% | +21.0% |
| 3Y | +51.0% | +63.1% | -12.1% | +4.4% |
| 5Y | +34.5% | +11.5% | +23.1% | +17.1% |
| All | +34.5% | +12.3% | +22.3% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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