+211.4%
NXPI vs BWA
+142.7%
+68.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.6% |
| 7D | -2.3% | +0.1% | -2.4% | -2.4% |
| 30D | -4.3% | -5.6% | +1.2% | -1.3% |
| 3M | -24.7% | -10.7% | -14.0% | -19.7% |
| 6M | +9.7% | +23.2% | -13.4% | -3.3% |
| YTD | +3.8% | +46.0% | -42.2% | -18.9% |
| 1Y | +1.6% | +51.2% | -49.6% | -22.4% |
| 3Y | +16.0% | +69.6% | -53.5% | -19.7% |
| 5Y | +16.1% | +86.6% | -70.5% | -25.7% |
| 10Y | +211.4% | +152.3% | +59.1% | +62.4% |
| All | +211.4% | +142.7% | +68.7% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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