+16.8%
NXPI vs BX
+14.6%
+2.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.8% | +4.2% | +2.9% |
| 7D | +0.7% | -8.9% | +9.6% | +5.7% |
| 30D | -4.2% | -14.8% | +10.6% | +4.1% |
| 3M | -20.4% | +6.9% | -27.4% | -24.3% |
| 6M | +12.5% | +16.3% | -3.8% | +0.2% |
| YTD | +5.2% | -16.1% | +21.3% | +12.8% |
| 1Y | +5.1% | -26.8% | +31.9% | +21.6% |
| 3Y | +17.7% | +22.4% | -4.8% | -1.0% |
| 5Y | +16.8% | +16.0% | +0.8% | -3.4% |
| All | +16.8% | +14.6% | +2.3% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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