+17.1%
NXPI vs FE
+45.0%
-27.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.8% | +1.4% |
| 7D | +1.9% | +1.9% | 0.0% | +1.5% |
| 30D | -1.4% | -1.2% | -0.3% | -1.2% |
| 3M | -29.1% | +3.5% | -32.5% | -29.7% |
| 6M | +6.2% | -6.1% | +12.3% | +7.4% |
| YTD | +5.9% | +7.6% | -1.7% | +3.5% |
| 1Y | +2.9% | +11.9% | -9.0% | -0.7% |
| 3Y | +14.5% | +48.4% | -33.9% | -1.9% |
| All | +17.1% | +45.0% | -27.9% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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