+205.7%
NXPI vs DG
+101.7%
+104.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.3% | +0.2% |
| 7D | -2.3% | -4.8% | +2.6% | -1.4% |
| 30D | -4.3% | +1.8% | -6.1% | -4.7% |
| 3M | -24.7% | +14.5% | -39.1% | -26.8% |
| 6M | +9.7% | -13.6% | +23.3% | +12.0% |
| YTD | +3.8% | -4.8% | +8.6% | +3.9% |
| 1Y | +1.6% | +21.6% | -20.0% | -3.5% |
| 3Y | +16.0% | +4.5% | +11.6% | +9.5% |
| 5Y | +16.1% | -38.5% | +54.6% | +28.1% |
| All | +205.7% | +101.7% | +104.0% | +185.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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