+200.5%
NXPI vs GEN
+166.9%
+33.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.2% | +3.3% |
| 7D | -0.3% | -0.3% | 0.0% | -0.3% |
| 30D | +12.7% | +28.2% | -15.5% | +4.3% |
| 3M | +7.5% | +2.6% | +4.8% | +5.4% |
| 6M | -12.3% | +32.7% | -45.0% | -21.7% |
| YTD | +19.7% | +11.3% | +8.4% | +12.4% |
| 1Y | +27.6% | +17.9% | +9.6% | +17.4% |
| 3Y | +50.0% | +66.3% | -16.4% | +23.8% |
| 5Y | +27.2% | +31.7% | -4.5% | +10.4% |
| 10Y | +200.5% | +150.0% | +50.5% | +107.7% |
| All | +200.5% | +166.9% | +33.6% | +107.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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