+198.6%
NXPI vs D
+34.8%
+163.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | +1.9% | +1.5% | +0.4% | +1.6% |
| 30D | -1.4% | -2.6% | +1.2% | -0.9% |
| 3M | -29.1% | 0.0% | -29.1% | -29.1% |
| 6M | +6.2% | +7.4% | -1.1% | +4.2% |
| YTD | +5.9% | +15.9% | -10.0% | +2.0% |
| 1Y | +2.9% | +18.1% | -15.2% | -1.5% |
| 3Y | +14.5% | +58.4% | -43.9% | +0.2% |
| 5Y | +17.1% | +5.2% | +11.9% | +13.6% |
| All | +198.6% | +34.8% | +163.7% | +177.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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