+223.9%
NXPI vs BNY
+416.3%
-192.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.4% | +4.5% |
| 7D | +3.9% | -1.3% | +5.2% | +4.7% |
| 30D | +1.4% | -0.2% | +1.5% | +1.4% |
| 3M | -21.5% | +14.9% | -36.5% | -28.3% |
| 6M | +19.4% | +40.0% | -20.6% | -3.7% |
| YTD | +9.9% | +42.0% | -32.0% | -12.5% |
| 1Y | +7.9% | +56.9% | -49.0% | -19.4% |
| 3Y | +22.7% | +289.9% | -267.2% | -47.6% |
| 5Y | +22.1% | +259.2% | -237.1% | -46.1% |
| All | +223.9% | +416.3% | -192.4% | +16.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling