+1,747.1%
NXPI vs GEN
+566.1%
+1,181.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.4% | +2.1% |
| 7D | +1.9% | -1.2% | +3.1% | +2.3% |
| 30D | -1.4% | +10.1% | -11.6% | -5.3% |
| 3M | -29.1% | +16.1% | -45.1% | -33.9% |
| 6M | +6.2% | +38.9% | -32.6% | -9.5% |
| YTD | +5.9% | +14.4% | -8.6% | -2.5% |
| 1Y | +2.9% | +5.9% | -3.0% | -2.1% |
| 3Y | +14.5% | +58.8% | -44.3% | -8.9% |
| 5Y | +17.1% | +24.7% | -7.6% | 0.0% |
| 10Y | +193.4% | +163.1% | +30.3% | +55.1% |
| All | +1,747.1% | +566.1% | +1,181.0% | +433.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling