+215.0%
NXPI vs BAX
-36.0%
+251.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.5% | -0.1% |
| 7D | +9.4% | +0.4% | +9.0% | +9.2% |
| 30D | +18.1% | +3.4% | +14.7% | +16.4% |
| 3M | +15.0% | -4.5% | +19.5% | +16.1% |
| 6M | -8.4% | +44.0% | -52.4% | -20.8% |
| YTD | +24.8% | +34.9% | -10.1% | +8.4% |
| 1Y | +33.3% | +37.9% | -4.6% | +14.7% |
| 3Y | +51.0% | -17.1% | +68.1% | +53.3% |
| 5Y | +34.5% | -64.3% | +98.8% | +89.9% |
| All | +215.0% | -36.0% | +251.0% | +267.3% |
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 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