+211.4%
NXPI vs EMR
+266.1%
-54.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +0.9% | +0.6% |
| 7D | -2.3% | +0.9% | -3.2% | -2.9% |
| 30D | -4.3% | -5.0% | +0.6% | -1.0% |
| 3M | -24.7% | +5.9% | -30.6% | -28.0% |
| 6M | +9.7% | +7.3% | +2.4% | +3.2% |
| YTD | +3.8% | +14.6% | -10.8% | -7.9% |
| 1Y | +1.6% | +15.6% | -14.0% | -10.7% |
| 3Y | +16.0% | +60.2% | -44.1% | -20.5% |
| 5Y | +16.1% | +65.8% | -49.7% | -22.7% |
| 10Y | +211.4% | +277.4% | -66.0% | +29.2% |
| All | +211.4% | +266.1% | -54.7% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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