+212.1%
NXPI vs ED
+106.7%
+105.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.7% | -1.8% |
| 7D | +0.7% | +0.5% | +0.1% | +0.6% |
| 30D | -6.6% | +1.1% | -7.7% | -6.7% |
| 3M | -25.4% | +4.6% | -30.1% | -25.8% |
| 6M | +11.9% | -2.0% | +13.9% | +12.0% |
| YTD | +4.0% | +11.7% | -7.7% | +2.5% |
| 1Y | +1.0% | +15.7% | -14.7% | -1.0% |
| 3Y | +16.3% | +34.4% | -18.0% | +9.1% |
| 5Y | +17.7% | +67.3% | -49.6% | +5.9% |
| All | +212.1% | +106.7% | +105.4% | +185.0% |
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