+205.7%
NXPI vs IT
+91.9%
+113.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.4% | +0.4% |
| 7D | -2.3% | -9.1% | +6.9% | +1.4% |
| 30D | -4.3% | -12.2% | +7.8% | +0.2% |
| 3M | -24.7% | +7.8% | -32.5% | -30.2% |
| 6M | +9.7% | +2.0% | +7.8% | +1.9% |
| YTD | +3.8% | -32.7% | +36.5% | +17.4% |
| 1Y | +1.6% | -31.1% | +32.7% | +12.6% |
| 3Y | +16.0% | -52.1% | +68.1% | +50.8% |
| 5Y | +16.1% | -46.3% | +62.4% | +39.9% |
| All | +205.7% | +91.9% | +113.8% | +104.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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