+1.6%
NXPI vs BEN
+45.3%
-43.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.4% |
| 7D | -2.3% | +3.4% | -5.6% | -3.8% |
| 30D | -4.3% | +1.8% | -6.1% | -5.2% |
| 3M | -24.7% | +8.4% | -33.0% | -27.9% |
| 6M | +9.7% | +35.6% | -25.9% | -6.9% |
| YTD | +3.8% | +46.4% | -42.6% | -16.5% |
| 1Y | +1.6% | +46.3% | -44.7% | -19.8% |
| All | +1.6% | +45.3% | -43.7% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling