+214.4%
NXPI vs BAX
-35.7%
+250.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.3% | +3.1% |
| 7D | +1.7% | -0.6% | +2.3% | +2.0% |
| 30D | +19.7% | +6.3% | +13.4% | +16.9% |
| 3M | +14.5% | -4.6% | +19.1% | +15.7% |
| 6M | -11.2% | +50.4% | -61.6% | -24.4% |
| YTD | +25.8% | +38.0% | -12.2% | +8.5% |
| 1Y | +35.2% | +44.6% | -9.4% | +14.4% |
| 3Y | +52.3% | -15.1% | +67.4% | +53.4% |
| 5Y | +34.8% | -63.3% | +98.1% | +88.5% |
| 10Y | +214.4% | -34.4% | +248.8% | +264.0% |
| All | +214.4% | -35.7% | +250.1% | +264.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling