+31.9%
NXPI vs BNY
+45.2%
-13.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.4% | -0.3% |
| 7D | +5.3% | +2.8% | +2.5% | +3.8% |
| 30D | +9.5% | +6.7% | +2.8% | +6.0% |
| 3M | +12.0% | -2.2% | +14.2% | +12.7% |
| 6M | -8.1% | +16.8% | -24.9% | -15.0% |
| YTD | +23.7% | +33.9% | -10.2% | +3.1% |
| 1Y | +31.9% | +43.9% | -12.0% | +3.0% |
| All | +31.9% | +45.2% | -13.2% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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