+211.4%
NXPI vs EMB
+29.7%
+181.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | +0.1% |
| 7D | -2.3% | 0.0% | -2.3% | -2.3% |
| 30D | -4.3% | -0.3% | -4.1% | -3.9% |
| 3M | -24.7% | -0.3% | -24.4% | -24.1% |
| 6M | +9.7% | +0.7% | +9.0% | +8.7% |
| YTD | +3.8% | +1.3% | +2.5% | +2.0% |
| 1Y | +1.6% | +4.7% | -3.1% | -5.6% |
| 3Y | +16.0% | +30.1% | -14.0% | -24.3% |
| 5Y | +16.1% | +6.9% | +9.2% | +9.4% |
| 10Y | +211.4% | +30.7% | +180.6% | +125.7% |
| All | +211.4% | +29.7% | +181.7% | +125.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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