+16.8%
NXPI vs BTDR
+16.5%
+0.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.5% | +7.9% | +1.9% |
| 7D | +0.7% | -3.2% | +3.8% | +0.9% |
| 30D | -4.2% | +32.7% | -36.9% | -6.6% |
| 3M | -20.4% | -28.4% | +8.0% | -19.2% |
| 6M | +12.5% | +51.7% | -39.2% | +7.2% |
| YTD | +5.2% | +2.9% | +2.4% | +2.5% |
| 1Y | +5.1% | -15.5% | +20.6% | +2.6% |
| 3Y | +17.7% | 0.0% | +17.7% | +6.2% |
| 5Y | +16.8% | +16.5% | +0.4% | -3.8% |
| All | +16.8% | +16.5% | +0.4% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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