+19.8%
NXPI vs GEN
+25.8%
-6.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.4% | +2.0% |
| 7D | +1.9% | -1.2% | +3.1% | +2.3% |
| 30D | -1.4% | +10.1% | -11.6% | -4.9% |
| 3M | -29.1% | +16.1% | -45.1% | -33.3% |
| 6M | +6.2% | +38.9% | -32.6% | -8.4% |
| YTD | +5.9% | +14.4% | -8.6% | -0.7% |
| 1Y | +2.9% | +5.9% | -3.0% | 0.0% |
| 3Y | +14.5% | +58.8% | -44.3% | -6.8% |
| All | +19.8% | +25.8% | -6.0% | +2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling