+215.0%
NXPI vs ED
+143.7%
+71.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -1.0% | -0.8% |
| 7D | +9.4% | -1.7% | +11.1% | +9.5% |
| 30D | +18.1% | +10.7% | +7.4% | +17.1% |
| 3M | +15.0% | +11.6% | +3.4% | +14.0% |
| 6M | -8.4% | +13.5% | -21.9% | -9.5% |
| YTD | +24.8% | +23.1% | +1.6% | +22.0% |
| 1Y | +33.3% | +23.1% | +10.2% | +30.2% |
| 3Y | +51.0% | +47.9% | +3.1% | +40.4% |
| 5Y | +34.5% | +83.9% | -49.4% | +19.8% |
| All | +215.0% | +143.7% | +71.3% | +177.8% |
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