+17.7%
NXPI vs BEN
+42.4%
-24.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.6% |
| 7D | +0.7% | +4.7% | -4.0% | -2.3% |
| 30D | -6.6% | +2.6% | -9.2% | -8.2% |
| 3M | -25.4% | +11.5% | -36.9% | -30.8% |
| 6M | +11.9% | +35.3% | -23.4% | -9.1% |
| YTD | +4.0% | +48.6% | -44.6% | -20.8% |
| 1Y | +1.0% | +46.7% | -45.6% | -22.6% |
| 3Y | +16.3% | +57.0% | -40.7% | -18.5% |
| 5Y | +17.7% | +41.8% | -24.1% | -15.0% |
| All | +17.7% | +42.4% | -24.7% | -15.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling