+34.7%
NXPI vs BBWI
-67.6%
+102.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.3% | -1.3% |
| 7D | +6.8% | +0.1% | +6.6% | +6.7% |
| 30D | +20.0% | +12.9% | +7.2% | +15.5% |
| 3M | +14.8% | +16.0% | -1.2% | +8.5% |
| 6M | -10.5% | +16.6% | -27.1% | -17.2% |
| YTD | +23.7% | +9.7% | +14.0% | +14.5% |
| 1Y | +34.1% | +1.5% | +32.6% | +25.2% |
| 3Y | +51.2% | -21.4% | +72.6% | +46.1% |
| All | +34.7% | -67.6% | +102.4% | +89.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling