+2,058.7%
NXPI vs BTI
+355.3%
+1,703.5%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -1.4% |
| 7D | +6.8% | +1.6% | +5.1% | +6.0% |
| 30D | +20.0% | +9.2% | +10.8% | +15.4% |
| 3M | +14.8% | +9.6% | +5.2% | +9.8% |
| 6M | -10.5% | -2.4% | -8.0% | -10.8% |
| YTD | +23.7% | +14.2% | +9.5% | +13.4% |
| 1Y | +34.1% | +20.3% | +13.8% | +19.7% |
| 3Y | +51.2% | +147.4% | -96.2% | -9.8% |
| 5Y | +33.4% | +155.4% | -122.0% | -24.0% |
| 10Y | +209.2% | +127.3% | +81.9% | +70.2% |
| All | +2,058.7% | +355.3% | +1,703.5% | +407.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling