+215.0%
NXPI vs AR
+57.2%
+157.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.1% | -1.0% |
| 7D | +9.4% | +6.4% | +2.9% | +8.4% |
| 30D | +18.1% | +3.1% | +15.0% | +17.5% |
| 3M | +15.0% | +3.3% | +11.7% | +14.2% |
| 6M | -8.4% | +6.6% | -15.0% | -9.9% |
| YTD | +24.8% | +12.3% | +12.4% | +20.9% |
| 1Y | +33.3% | +12.3% | +21.0% | +29.0% |
| 3Y | +51.0% | +50.4% | +0.6% | +38.1% |
| 5Y | +34.5% | +101.0% | -66.5% | +15.6% |
| All | +215.0% | +57.2% | +157.8% | +139.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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