+17.7%
NXPI vs BB
-27.1%
+44.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.2% | -4.0% | -2.4% |
| 7D | +0.7% | +0.5% | +0.2% | +0.4% |
| 30D | -6.6% | -12.4% | +5.8% | -3.2% |
| 3M | -25.4% | -15.3% | -10.1% | -23.4% |
| 6M | +11.9% | +128.8% | -116.9% | -16.8% |
| YTD | +4.0% | +107.7% | -103.6% | -20.4% |
| 1Y | +1.0% | +103.9% | -102.8% | -23.0% |
| 3Y | +16.3% | +72.6% | -56.3% | -13.8% |
| 5Y | +17.7% | -24.3% | +42.0% | +8.3% |
| All | +17.7% | -27.1% | +44.8% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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