+234.7%
NXPI vs DOW
-6.9%
+241.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.4% | -0.3% | +1.4% |
| 7D | +1.7% | -0.5% | +2.2% | +2.0% |
| 30D | +19.7% | +15.7% | +4.0% | +10.8% |
| 3M | +14.5% | +5.3% | +9.2% | +10.5% |
| 6M | -11.2% | -14.2% | +3.0% | -6.1% |
| YTD | +25.8% | +43.9% | -18.1% | -4.0% |
| 1Y | +35.2% | +53.1% | -17.9% | -0.9% |
| 3Y | +52.3% | -21.8% | +74.1% | +59.4% |
| 5Y | +34.8% | -28.3% | +63.2% | +47.5% |
| All | +234.7% | -6.9% | +241.6% | +182.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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