+22.7%
NXPI vs GWRE
+50.1%
-27.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.6% | +3.9% | +4.4% |
| 7D | +3.9% | -13.2% | +17.1% | +5.5% |
| 30D | +1.4% | -18.6% | +20.0% | +2.9% |
| 3M | -21.5% | +18.9% | -40.4% | -25.3% |
| 6M | +19.4% | -11.0% | +30.4% | +19.6% |
| YTD | +9.9% | -29.9% | +39.8% | +17.8% |
| 1Y | +7.9% | -44.3% | +52.2% | +24.5% |
| 3Y | +22.7% | +51.7% | -29.0% | -8.7% |
| All | +22.7% | +50.1% | -27.4% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GWRE.
Daily Out/Under-Performance
Portfolio return minus GWRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWRE 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 3y: compounded portfolio wealth divided by compounded GWRE 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…
3y analysis · Full analysis span regression · 6 months rolling