+2,030.0%
NXPI vs BWA
+198.3%
+1,831.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.9% | +3.9% | +3.2% |
| 7D | -0.5% | -2.4% | +2.0% | +1.1% |
| 30D | +15.0% | -17.7% | +32.7% | +29.6% |
| 3M | +12.6% | -27.0% | +39.5% | +36.3% |
| 6M | -10.6% | -17.3% | +6.8% | -0.1% |
| YTD | +22.1% | +12.9% | +9.2% | +9.0% |
| 1Y | +29.8% | +12.9% | +16.9% | +15.6% |
| 3Y | +47.8% | +62.1% | -14.3% | +2.1% |
| 5Y | +33.9% | +30.7% | +3.1% | +2.6% |
| 10Y | +208.7% | +89.2% | +119.6% | +57.7% |
| All | +2,030.0% | +198.3% | +1,831.7% | +638.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling