+50.0%
NXPI vs BN
+102.8%
-52.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.8% | -0.6% | +0.7% |
| 7D | -0.3% | +3.6% | -4.0% | -2.8% |
| 30D | +12.7% | +15.9% | -3.2% | +1.8% |
| 3M | +7.5% | -2.3% | +9.8% | +8.8% |
| 6M | -12.3% | -8.4% | -3.9% | -7.7% |
| YTD | +19.7% | -5.9% | +25.6% | +22.1% |
| 1Y | +27.6% | -5.6% | +33.2% | +29.4% |
| 3Y | +50.0% | +104.2% | -54.3% | -12.2% |
| All | +50.0% | +102.8% | -52.8% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 3y: compounded portfolio wealth divided by compounded BN 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…
3y analysis · Full analysis span regression · 6 months rolling