+223.9%
NXPI vs MKSI
+524.1%
-300.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.1% | +2.4% | +3.3% |
| 7D | +3.9% | +2.7% | +1.2% | +2.3% |
| 30D | +1.4% | -12.8% | +14.2% | +8.7% |
| 3M | -21.5% | -22.5% | +1.0% | -12.6% |
| 6M | +19.4% | +19.4% | 0.0% | +2.8% |
| YTD | +9.9% | +67.7% | -57.8% | -23.3% |
| 1Y | +7.9% | +131.4% | -123.5% | -38.9% |
| 3Y | +22.7% | +197.3% | -174.6% | -44.1% |
| 5Y | +22.1% | +87.0% | -64.9% | -29.6% |
| All | +223.9% | +524.1% | -300.2% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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