+16.1%
NXPI vs BTI
+113.9%
-97.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.2% | -0.1% |
| 7D | -2.3% | -2.4% | +0.2% | -2.1% |
| 30D | -4.3% | -4.8% | +0.4% | -4.0% |
| 3M | -24.7% | -8.1% | -16.5% | -24.3% |
| 6M | +9.7% | -4.2% | +13.9% | +9.3% |
| YTD | +3.8% | -1.3% | +5.1% | +2.8% |
| 1Y | +1.6% | +2.1% | -0.5% | +0.1% |
| 3Y | +16.0% | +108.9% | -92.9% | -6.1% |
| 5Y | +16.1% | +114.5% | -98.4% | -1.7% |
| All | +16.1% | +113.9% | -97.8% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 2021-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BTI 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…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling