+200.5%
NXPI vs ALB
+38.2%
+162.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.4% | +3.3% |
| 7D | -0.3% | +9.5% | -9.8% | -3.7% |
| 30D | +12.7% | -2.1% | +14.8% | +13.2% |
| 3M | +7.5% | -24.1% | +31.6% | +17.7% |
| 6M | -12.3% | -51.0% | +38.7% | +12.0% |
| YTD | +19.7% | -29.3% | +49.0% | +30.4% |
| 1Y | +27.6% | +3.2% | +24.4% | +19.6% |
| 3Y | +50.0% | -9.3% | +59.3% | +31.3% |
| 5Y | +27.2% | -61.6% | +88.8% | +48.6% |
| 10Y | +200.5% | +40.8% | +159.7% | +101.0% |
| All | +200.5% | +38.2% | +162.3% | +101.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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