+180.0%
NXPI vs DOW
-15.2%
+195.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.0% |
| 7D | +0.7% | -2.4% | +3.0% | +1.8% |
| 30D | -4.2% | -4.1% | -0.1% | -2.4% |
| 3M | -20.4% | -12.4% | -8.0% | -16.0% |
| 6M | +12.5% | -10.6% | +23.1% | +14.3% |
| YTD | +5.2% | +31.1% | -25.9% | -15.2% |
| 1Y | +5.1% | +30.5% | -25.4% | -16.4% |
| 3Y | +17.7% | -34.4% | +52.1% | +36.2% |
| 5Y | +16.8% | -35.5% | +52.3% | +35.5% |
| All | +180.0% | -15.2% | +195.2% | +149.5% |
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