+195.8%
NXPI vs ACWI
+226.0%
-30.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.0% |
| 7D | +0.7% | +1.1% | -0.4% | -1.1% |
| 30D | -6.6% | -0.2% | -6.4% | -6.4% |
| 3M | -25.4% | +4.7% | -30.1% | -30.1% |
| 6M | +11.9% | +14.5% | -2.5% | -8.8% |
| YTD | +4.0% | +14.6% | -10.6% | -15.3% |
| 1Y | +1.0% | +21.4% | -20.4% | -24.6% |
| 3Y | +16.3% | +77.6% | -61.3% | -49.5% |
| 5Y | +17.7% | +68.1% | -50.4% | -42.3% |
| 10Y | +195.8% | +226.1% | -30.3% | -21.3% |
| All | +195.8% | +226.0% | -30.1% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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