+34.5%
NXPI vs EFV
+92.8%
-58.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.6% |
| 7D | +9.4% | +0.7% | +8.6% | +8.3% |
| 30D | +18.1% | +2.0% | +16.1% | +15.2% |
| 3M | +15.0% | -1.6% | +16.7% | +17.6% |
| 6M | -8.4% | +5.8% | -14.2% | -14.3% |
| YTD | +24.8% | +15.6% | +9.1% | +3.1% |
| 1Y | +33.3% | +19.0% | +14.3% | +6.2% |
| 3Y | +51.0% | +90.7% | -39.7% | -34.2% |
| 5Y | +34.5% | +92.8% | -58.2% | -41.1% |
| All | +34.5% | +92.8% | -58.3% | -41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 5y: compounded portfolio wealth divided by compounded EFV 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…
5y analysis · Full analysis span regression · 6 months rolling