+17.7%
NXPI vs BN
+35.3%
-17.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.6% | +0.8% | 0.0% |
| 7D | +0.7% | -1.2% | +1.8% | +1.4% |
| 30D | -6.6% | -10.9% | +4.3% | +0.9% |
| 3M | -25.4% | -11.1% | -14.3% | -19.5% |
| 6M | +11.9% | -4.4% | +16.3% | +13.3% |
| YTD | +4.0% | -14.1% | +18.2% | +13.4% |
| 1Y | +1.0% | -11.1% | +12.1% | +6.8% |
| 3Y | +16.3% | +75.6% | -59.2% | -26.0% |
| 5Y | +17.7% | +35.8% | -18.1% | -10.3% |
| All | +17.7% | +35.3% | -17.6% | -10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling