+27.2%
NXPI vs NDAQ
+64.4%
-37.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.3% | +2.0% | +2.6% |
| 7D | -0.3% | -0.1% | -0.2% | -0.2% |
| 30D | +12.7% | +15.9% | -3.2% | +3.8% |
| 3M | +7.5% | +15.1% | -7.6% | -1.1% |
| 6M | -12.3% | +22.9% | -35.2% | -23.4% |
| YTD | +19.7% | +12.8% | +6.8% | +9.9% |
| 1Y | +27.6% | +26.0% | +1.6% | +8.1% |
| 3Y | +50.0% | +119.7% | -69.7% | -14.2% |
| 5Y | +27.2% | +65.4% | -38.2% | -13.1% |
| All | +27.2% | +64.4% | -37.2% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 5y: compounded portfolio wealth divided by compounded NDAQ 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…
5y analysis · Full analysis span regression · 6 months rolling