+17.1%
NXPI vs BUD
+46.3%
-29.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +1.9% | +0.3% | +1.6% | +1.8% |
| 30D | -1.4% | -5.7% | +4.2% | +0.5% |
| 3M | -29.1% | +3.1% | -32.2% | -30.4% |
| 6M | +6.2% | +7.9% | -1.7% | +1.9% |
| YTD | +5.9% | +27.3% | -21.5% | -5.6% |
| 1Y | +2.9% | +37.8% | -34.9% | -11.6% |
| 3Y | +14.5% | +49.8% | -35.4% | -8.6% |
| All | +17.1% | +46.3% | -29.2% | -5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling