+215.0%
NXPI vs MTB
+113.8%
+101.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | +9.4% | 0.0% | +9.4% | +9.3% |
| 30D | +18.1% | +0.8% | +17.3% | +17.8% |
| 3M | +15.0% | -12.8% | +27.8% | +22.5% |
| 6M | -8.4% | +6.7% | -15.1% | -11.4% |
| YTD | +24.8% | +11.3% | +13.4% | +17.9% |
| 1Y | +33.3% | +20.2% | +13.1% | +21.7% |
| 3Y | +51.0% | +103.8% | -52.8% | +9.4% |
| 5Y | +34.5% | +60.9% | -26.3% | +5.0% |
| All | +215.0% | +113.8% | +101.2% | +119.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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