+35.2%
NXPI vs DOW
+53.6%
-18.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.4% | -0.3% | +2.8% |
| 7D | +1.7% | -0.5% | +2.2% | +1.7% |
| 30D | +19.7% | +15.7% | +4.0% | +18.5% |
| 3M | +14.5% | +5.3% | +9.2% | +14.1% |
| 6M | -11.2% | -14.2% | +3.0% | -8.6% |
| YTD | +25.8% | +43.9% | -18.1% | +10.7% |
| 1Y | +35.2% | +53.1% | -17.9% | +16.8% |
| All | +35.2% | +53.6% | -18.4% | +16.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling