+200.5%
NXPI vs ED
+132.0%
+68.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.4% | +3.3% |
| 7D | -0.3% | -0.1% | -0.2% | -0.3% |
| 30D | +12.7% | +11.6% | +1.1% | +11.7% |
| 3M | +7.5% | +10.5% | -3.1% | +6.6% |
| 6M | -12.3% | +13.2% | -25.5% | -13.4% |
| YTD | +19.7% | +22.1% | -2.5% | +17.1% |
| 1Y | +27.6% | +24.2% | +3.4% | +24.4% |
| 3Y | +50.0% | +46.9% | +3.0% | +39.4% |
| 5Y | +27.2% | +80.8% | -53.6% | +13.4% |
| 10Y | +200.5% | +134.3% | +66.3% | +163.8% |
| All | +200.5% | +132.0% | +68.5% | +163.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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