+17.7%
NXPI vs FLEX
+698.8%
-681.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.4% | -6.1% | -3.8% |
| 7D | +0.7% | +7.0% | -6.3% | -2.7% |
| 30D | -6.6% | -5.8% | -0.8% | -4.4% |
| 3M | -25.4% | -24.2% | -1.2% | -16.3% |
| 6M | +11.9% | +90.8% | -78.9% | -26.3% |
| YTD | +4.0% | +89.2% | -85.2% | -32.4% |
| 1Y | +1.0% | +104.7% | -103.7% | -38.6% |
| 3Y | +16.3% | +478.1% | -461.8% | -65.7% |
| 5Y | +17.7% | +726.2% | -708.5% | -74.3% |
| All | +17.7% | +698.8% | -681.1% | -74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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