+2,094.7%
NXPI vs BWA
+203.1%
+1,891.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.6% | +1.4% | +2.0% |
| 7D | +1.7% | +1.7% | 0.0% | +0.7% |
| 30D | +19.7% | -14.6% | +34.3% | +31.8% |
| 3M | +14.5% | -26.2% | +40.8% | +37.9% |
| 6M | -11.2% | -18.4% | +7.2% | 0.0% |
| YTD | +25.8% | +14.7% | +11.1% | +11.2% |
| 1Y | +35.2% | +13.3% | +21.9% | +20.2% |
| 3Y | +52.3% | +64.7% | -12.4% | +4.2% |
| 5Y | +34.8% | +32.2% | +2.7% | +2.7% |
| 10Y | +214.4% | +96.8% | +117.6% | +56.4% |
| All | +2,094.7% | +203.1% | +1,891.7% | +653.9% |
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