+211.4%
NXPI vs BAX
-37.8%
+249.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.6% | +0.4% |
| 7D | -2.3% | -5.1% | +2.8% | -0.6% |
| 30D | -4.3% | -12.2% | +7.8% | -0.3% |
| 3M | -24.7% | +21.8% | -46.5% | -30.4% |
| 6M | +9.7% | +36.3% | -26.6% | -3.7% |
| YTD | +3.8% | +27.8% | -24.0% | -7.6% |
| 1Y | +1.6% | -0.1% | +1.7% | -1.4% |
| 3Y | +16.0% | -33.3% | +49.3% | +27.7% |
| 5Y | +16.1% | -67.1% | +83.2% | +67.9% |
| 10Y | +211.4% | -36.9% | +248.3% | +309.4% |
| All | +211.4% | -37.8% | +249.2% | +309.4% |
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