+223.9%
NXPI vs BDX
+59.3%
+164.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.8% | +3.7% | +4.2% |
| 7D | +3.9% | -3.2% | +7.0% | +5.0% |
| 30D | +1.4% | -2.5% | +3.9% | +2.2% |
| 3M | -21.5% | +21.4% | -42.9% | -27.6% |
| 6M | +19.4% | +10.4% | +9.0% | +13.8% |
| YTD | +9.9% | +18.8% | -8.9% | +1.6% |
| 1Y | +7.9% | +21.7% | -13.8% | -1.5% |
| 3Y | +22.7% | -10.0% | +32.6% | +24.4% |
| 5Y | +22.1% | -1.8% | +23.9% | +17.8% |
| All | +223.9% | +59.3% | +164.6% | +180.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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