+34.5%
NXPI vs D
+12.4%
+22.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.7% |
| 7D | +9.4% | -3.1% | +12.4% | +9.8% |
| 30D | +18.1% | +8.4% | +9.7% | +16.8% |
| 3M | +15.0% | +0.2% | +14.8% | +14.9% |
| 6M | -8.4% | +9.5% | -17.9% | -9.7% |
| YTD | +24.8% | +18.8% | +6.0% | +21.4% |
| 1Y | +33.3% | +14.7% | +18.6% | +30.3% |
| 3Y | +51.0% | +72.9% | -21.9% | +35.0% |
| 5Y | +34.5% | +13.1% | +21.4% | +33.1% |
| All | +34.5% | +12.4% | +22.2% | +33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling