+1,747.1%
NXPI vs BEN
+89.0%
+1,658.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.5% | -2.3% | -1.0% |
| 7D | +1.9% | +0.2% | +1.7% | +1.6% |
| 30D | -1.4% | -0.5% | -0.9% | -1.3% |
| 3M | -29.1% | +9.7% | -38.8% | -33.4% |
| 6M | +6.2% | +33.9% | -27.7% | -13.0% |
| YTD | +5.9% | +49.0% | -43.1% | -19.2% |
| 1Y | +2.9% | +42.1% | -39.2% | -19.3% |
| 3Y | +14.5% | +51.9% | -37.4% | -16.8% |
| 5Y | +17.1% | +39.0% | -22.0% | -11.5% |
| 10Y | +193.4% | +57.9% | +135.5% | +76.4% |
| All | +1,747.1% | +89.0% | +1,658.1% | +827.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling