+16.3%
NXPI vs BAX
-32.5%
+48.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.8% | +2.0% | -0.8% |
| 7D | +0.7% | -2.4% | +3.1% | +1.3% |
| 30D | -6.6% | -9.7% | +3.1% | -4.2% |
| 3M | -25.4% | +29.3% | -54.7% | -31.2% |
| 6M | +11.9% | +40.7% | -28.7% | -0.2% |
| YTD | +4.0% | +30.3% | -26.2% | -5.8% |
| 1Y | +1.0% | +3.4% | -2.4% | -1.3% |
| 3Y | +16.3% | -32.0% | +48.4% | +27.3% |
| All | +16.3% | -32.5% | +48.9% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BAX 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling