+47.8%
NXPI vs BBWI
-23.6%
+71.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.1% |
| 7D | -0.5% | -4.2% | +3.8% | +0.7% |
| 30D | +15.0% | +24.9% | -9.9% | +8.5% |
| 3M | +12.6% | +13.2% | -0.7% | +8.1% |
| 6M | -10.6% | +12.1% | -22.7% | -15.2% |
| YTD | +22.1% | +11.1% | +11.0% | +14.1% |
| 1Y | +29.8% | +0.7% | +29.0% | +23.7% |
| 3Y | +47.8% | -23.8% | +71.5% | +52.5% |
| All | +47.8% | -23.6% | +71.4% | +52.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling