+15.2%
NXPI vs BTG
+80.2%
-65.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.5% |
| 7D | -2.3% | +2.4% | -4.7% | -2.7% |
| 30D | -4.3% | +9.5% | -13.8% | -6.0% |
| 3M | -24.7% | +38.5% | -63.2% | -29.4% |
| 6M | +9.7% | +5.6% | +4.1% | +7.2% |
| YTD | +3.8% | +23.9% | -20.2% | -1.7% |
| 1Y | +1.6% | +32.1% | -30.5% | -5.5% |
| 3Y | +16.0% | +103.2% | -87.2% | -2.9% |
| All | +15.2% | +80.2% | -65.0% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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