+211.4%
NXPI vs BBWI
-58.2%
+269.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.3% | +6.1% | +1.5% |
| 7D | -2.3% | -4.4% | +2.2% | -1.1% |
| 30D | -4.3% | -7.4% | +3.1% | -2.9% |
| 3M | -24.7% | -2.2% | -22.4% | -25.5% |
| 6M | +9.7% | -16.3% | +26.0% | +11.8% |
| YTD | +3.8% | -9.1% | +12.9% | +2.8% |
| 1Y | +1.6% | -34.5% | +36.1% | +9.0% |
| 3Y | +16.0% | -47.0% | +63.0% | +27.4% |
| 5Y | +16.1% | -68.8% | +85.0% | +41.9% |
| 10Y | +211.4% | -57.4% | +268.7% | +158.2% |
| All | +211.4% | -58.2% | +269.6% | +158.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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