+195.8%
NXPI vs BUD
-23.5%
+219.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -1.0% | -1.4% |
| 7D | +0.7% | +0.8% | -0.1% | +0.3% |
| 30D | -6.6% | -4.8% | -1.8% | -4.6% |
| 3M | -25.4% | +1.4% | -26.8% | -26.5% |
| 6M | +11.9% | +9.9% | +2.1% | +5.5% |
| YTD | +4.0% | +26.3% | -22.3% | -8.6% |
| 1Y | +1.0% | +36.1% | -35.1% | -14.7% |
| 3Y | +16.3% | +48.6% | -32.3% | -8.6% |
| 5Y | +17.7% | +45.0% | -27.3% | -8.1% |
| 10Y | +195.8% | -23.1% | +218.9% | +124.4% |
| All | +195.8% | -23.5% | +219.4% | +124.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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