+34.5%
NXPI vs BTI
+151.5%
-117.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +9.4% | -3.2% | +12.6% | +9.5% |
| 30D | +18.1% | +9.7% | +8.4% | +17.5% |
| 3M | +15.0% | +11.1% | +4.0% | +14.3% |
| 6M | -8.4% | -1.2% | -7.2% | -8.1% |
| YTD | +24.8% | +12.7% | +12.1% | +22.6% |
| 1Y | +33.3% | +15.8% | +17.5% | +30.3% |
| 3Y | +51.0% | +148.9% | -97.9% | +19.5% |
| 5Y | +34.5% | +151.9% | -117.4% | +18.9% |
| All | +34.5% | +151.5% | -117.0% | +18.9% |
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