+1,747.1%
NXPI vs BWA
+299.3%
+1,447.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.5% | -0.5% |
| 7D | +1.9% | +5.7% | -3.8% | -1.6% |
| 30D | -1.4% | +1.4% | -2.8% | -2.6% |
| 3M | -29.1% | -12.1% | -17.0% | -23.2% |
| 6M | +6.2% | +28.6% | -22.4% | -10.1% |
| YTD | +5.9% | +51.1% | -45.2% | -21.0% |
| 1Y | +2.9% | +55.9% | -53.0% | -25.0% |
| 3Y | +14.5% | +70.1% | -55.6% | -23.7% |
| 5Y | +17.1% | +90.7% | -73.6% | -29.4% |
| 10Y | +193.4% | +154.0% | +39.4% | +24.0% |
| All | +1,747.1% | +299.3% | +1,447.8% | +435.4% |
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 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