+200.5%
NXPI vs DRI
+370.8%
-170.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.5% | +1.8% | +2.6% |
| 7D | -0.3% | +3.1% | -3.4% | -1.8% |
| 30D | +12.7% | +16.2% | -3.5% | +5.1% |
| 3M | +7.5% | +8.4% | -0.9% | +2.9% |
| 6M | -12.3% | +19.0% | -31.3% | -20.2% |
| YTD | +19.7% | +28.8% | -9.1% | +4.2% |
| 1Y | +27.6% | +33.1% | -5.6% | +9.2% |
| 3Y | +50.0% | +70.8% | -20.8% | +11.7% |
| 5Y | +27.2% | +74.2% | -47.1% | -6.8% |
| 10Y | +200.5% | +345.5% | -145.0% | +51.2% |
| All | +200.5% | +370.8% | -170.3% | +51.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling