+16.3%
NXPI vs DRI
+56.7%
-40.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -1.2% |
| 7D | +0.7% | -1.2% | +1.9% | +1.1% |
| 30D | -6.6% | -0.4% | -6.2% | -6.7% |
| 3M | -25.4% | +9.5% | -34.9% | -28.2% |
| 6M | +11.9% | +6.5% | +5.5% | +8.6% |
| YTD | +4.0% | +18.4% | -14.4% | -3.7% |
| 1Y | +1.0% | +4.2% | -3.2% | -2.1% |
| 3Y | +16.3% | +57.1% | -40.8% | -5.0% |
| All | +16.3% | +56.7% | -40.3% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded DRI 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling