+16.8%
NXPI vs BG
+88.4%
-71.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.2% |
| 7D | +0.7% | +3.7% | -3.1% | -0.4% |
| 30D | -4.2% | +12.3% | -16.5% | -7.4% |
| 3M | -20.4% | -2.2% | -18.2% | -20.2% |
| 6M | +12.5% | +5.3% | +7.2% | +9.8% |
| YTD | +5.2% | +42.4% | -37.2% | -6.7% |
| 1Y | +5.1% | +55.2% | -50.1% | -10.0% |
| 3Y | +17.7% | +21.0% | -3.3% | +6.9% |
| 5Y | +16.8% | +87.1% | -70.3% | -15.5% |
| All | +16.8% | +88.4% | -71.6% | -15.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling