+215.0%
NXPI vs GSK
+103.9%
+111.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | +9.4% | +0.5% | +8.9% | +9.2% |
| 30D | +18.1% | +9.4% | +8.7% | +14.6% |
| 3M | +15.0% | +1.6% | +13.4% | +14.0% |
| 6M | -8.4% | +1.3% | -9.7% | -9.7% |
| YTD | +24.8% | +6.0% | +18.8% | +19.4% |
| 1Y | +33.3% | +9.1% | +24.2% | +26.1% |
| 3Y | +51.0% | +65.4% | -14.4% | +15.8% |
| 5Y | +34.5% | +43.0% | -8.5% | +8.1% |
| All | +215.0% | +103.9% | +111.1% | +125.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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