+7.9%
NXPI vs BG
+53.0%
-45.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.7% | +6.2% | +4.6% |
| 7D | +3.9% | +3.1% | +0.7% | +3.7% |
| 30D | +1.4% | +10.2% | -8.9% | +0.8% |
| 3M | -21.5% | -1.7% | -19.9% | -21.6% |
| 6M | +19.4% | +1.0% | +18.4% | +18.9% |
| YTD | +9.9% | +39.9% | -30.0% | +7.7% |
| 1Y | +7.9% | +53.2% | -45.3% | +5.0% |
| All | +7.9% | +53.0% | -45.1% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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