+2,030.0%
NXPI vs BBWI
+126.5%
+1,903.5%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.2% |
| 7D | -0.5% | -4.2% | +3.8% | +0.9% |
| 30D | +15.0% | +24.9% | -9.9% | +6.9% |
| 3M | +12.6% | +13.2% | -0.7% | +6.9% |
| 6M | -10.6% | +12.1% | -22.7% | -16.2% |
| YTD | +22.1% | +11.1% | +11.0% | +12.5% |
| 1Y | +29.8% | +0.7% | +29.0% | +21.3% |
| 3Y | +47.8% | -23.8% | +71.5% | +45.2% |
| 5Y | +33.9% | -66.9% | +100.8% | +65.6% |
| 10Y | +208.7% | -45.3% | +254.1% | +180.8% |
| All | +2,030.0% | +126.5% | +1,903.5% | +548.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling