+215.0%
NXPI vs DRI
+330.2%
-115.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.6% |
| 7D | +9.4% | -0.3% | +9.7% | +9.5% |
| 30D | +18.1% | +10.8% | +7.3% | +12.6% |
| 3M | +15.0% | +0.9% | +14.1% | +13.9% |
| 6M | -8.4% | +16.3% | -24.8% | -15.8% |
| YTD | +24.8% | +27.8% | -3.0% | +9.0% |
| 1Y | +33.3% | +33.9% | -0.6% | +13.8% |
| 3Y | +51.0% | +67.2% | -16.2% | +13.6% |
| 5Y | +34.5% | +79.0% | -44.5% | -2.6% |
| All | +215.0% | +330.2% | -115.2% | +56.7% |
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