+46.8%
NXPI vs FGI
-70.0%
+116.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | -0.5% | -4.1% | +3.6% | -0.4% |
| 30D | +15.0% | -3.4% | +18.3% | +15.0% |
| 3M | +12.6% | +61.8% | -49.2% | +10.1% |
| 6M | -10.6% | +17.0% | -27.6% | -12.1% |
| YTD | +22.1% | +31.4% | -9.3% | +18.6% |
| 1Y | +29.8% | +42.7% | -12.9% | +25.3% |
| 3Y | +47.8% | -0.1% | +47.9% | +41.1% |
| All | +46.8% | -70.0% | +116.9% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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