+195.8%
NXPI vs MSI
+590.9%
-395.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.7% | -1.1% |
| 7D | +0.7% | -5.8% | +6.4% | +4.0% |
| 30D | -6.6% | -1.0% | -5.6% | -6.3% |
| 3M | -25.4% | +14.2% | -39.6% | -31.5% |
| 6M | +11.9% | +1.0% | +10.9% | +9.3% |
| YTD | +4.0% | +21.5% | -17.4% | -9.8% |
| 1Y | +1.0% | -2.1% | +3.2% | -0.4% |
| 3Y | +16.3% | +69.3% | -53.0% | -20.9% |
| 5Y | +17.7% | +99.3% | -81.6% | -28.4% |
| 10Y | +195.8% | +595.0% | -399.2% | +27.7% |
| All | +195.8% | +590.9% | -395.1% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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