+210.0%
NXPI vs BTI
+72.6%
+137.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +1.1% |
| 7D | +0.7% | -2.0% | +2.6% | +1.2% |
| 30D | -4.2% | -3.4% | -0.8% | -3.3% |
| 3M | -20.4% | -9.0% | -11.4% | -18.7% |
| 6M | +12.5% | -5.0% | +17.5% | +12.7% |
| YTD | +5.2% | -0.3% | +5.6% | +3.5% |
| 1Y | +5.1% | +3.1% | +2.0% | +2.0% |
| 3Y | +17.7% | +111.0% | -93.3% | -14.2% |
| 5Y | +16.8% | +117.0% | -100.2% | -17.0% |
| All | +210.0% | +72.6% | +137.4% | +111.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling