+16.4%
NXPI vs BTI
+117.2%
-100.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.4% | -1.7% |
| 7D | +0.7% | -1.4% | +2.0% | +0.8% |
| 30D | -6.6% | -7.0% | +0.4% | -6.1% |
| 3M | -25.4% | -6.3% | -19.1% | -25.2% |
| 6M | +11.9% | -2.0% | +13.9% | +11.2% |
| YTD | +4.0% | +0.2% | +3.8% | +2.9% |
| 1Y | +1.0% | +3.8% | -2.7% | -0.6% |
| 3Y | +16.3% | +112.1% | -95.7% | -5.9% |
| All | +16.4% | +117.2% | -100.8% | -1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling