+53.8%
NXPI vs MTB
+105.4%
-51.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.2% | +3.2% |
| 7D | +1.7% | -2.0% | +3.7% | +3.1% |
| 30D | +19.7% | +0.1% | +19.5% | +19.7% |
| 3M | +14.5% | -12.1% | +26.6% | +24.1% |
| 6M | -11.2% | +7.3% | -18.5% | -15.9% |
| YTD | +25.8% | +11.5% | +14.3% | +15.0% |
| 1Y | +35.2% | +21.3% | +13.9% | +16.7% |
| All | +53.8% | +105.4% | -51.6% | -1.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling