+210.0%
NXPI vs GIS
-19.3%
+229.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.0% | +4.5% | +1.5% |
| 7D | +0.7% | -8.4% | +9.1% | +0.8% |
| 30D | -4.2% | -5.2% | +1.0% | -4.1% |
| 3M | -20.4% | +8.2% | -28.6% | -20.7% |
| 6M | +12.5% | -12.0% | +24.5% | +13.4% |
| YTD | +5.2% | -18.9% | +24.1% | +6.5% |
| 1Y | +5.1% | -23.6% | +28.7% | +6.7% |
| 3Y | +17.7% | -37.6% | +55.3% | +20.6% |
| 5Y | +16.8% | -25.2% | +42.0% | +16.0% |
| All | +210.0% | -19.3% | +229.3% | +198.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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