+212.4%
NXPI vs INDA
+115.4%
+97.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | +6.8% | +1.1% | +5.7% | +5.9% |
| 30D | +20.0% | +9.4% | +10.7% | +11.8% |
| 3M | +14.8% | +2.9% | +11.9% | +12.3% |
| 6M | -10.5% | +7.2% | -17.7% | -15.1% |
| YTD | +23.7% | -4.8% | +28.5% | +28.5% |
| 1Y | +34.1% | -5.1% | +39.1% | +39.2% |
| 3Y | +51.2% | +16.7% | +34.6% | +34.0% |
| 5Y | +33.4% | +8.8% | +24.7% | +25.5% |
| All | +212.4% | +115.4% | +97.0% | +108.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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