+215.0%
NXPI vs GEN
+147.0%
+68.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | +0.1% |
| 7D | +9.4% | -3.0% | +12.3% | +10.3% |
| 30D | +18.1% | +24.7% | -6.6% | +10.2% |
| 3M | +15.0% | +4.1% | +10.9% | +12.3% |
| 6M | -8.4% | +36.0% | -44.5% | -18.9% |
| YTD | +24.8% | +10.9% | +13.9% | +17.3% |
| 1Y | +33.3% | +12.2% | +21.1% | +24.8% |
| 3Y | +51.0% | +63.3% | -12.3% | +25.3% |
| 5Y | +34.5% | +29.0% | +5.5% | +17.4% |
| All | +215.0% | +147.0% | +68.0% | +118.2% |
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