+17.1%
NXPI vs ASX
+429.3%
-412.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.1% |
| 7D | +1.9% | -0.7% | +2.6% | +2.3% |
| 30D | -1.4% | +2.0% | -3.4% | -3.2% |
| 3M | -29.1% | -1.3% | -27.7% | -30.7% |
| 6M | +6.2% | +71.4% | -65.2% | -28.8% |
| YTD | +5.9% | +135.3% | -129.5% | -43.1% |
| 1Y | +2.9% | +267.5% | -264.6% | -60.2% |
| 3Y | +14.5% | +388.5% | -374.0% | -65.7% |
| All | +17.1% | +429.3% | -412.2% | -69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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