+22.7%
NXPI vs NI
+68.9%
-46.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +3.9% | 0.0% | +3.8% | +3.8% |
| 30D | +1.4% | -1.4% | +2.8% | +1.6% |
| 3M | -21.5% | -10.6% | -10.9% | -19.9% |
| 6M | +19.4% | -9.3% | +28.7% | +21.1% |
| YTD | +9.9% | +1.1% | +8.8% | +8.9% |
| 1Y | +7.9% | +3.4% | +4.5% | +6.2% |
| 3Y | +22.7% | +67.9% | -45.2% | +12.0% |
| All | +22.7% | +68.9% | -46.3% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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