+110.9%
NXPI vs OPEN
-72.1%
+183.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.0% | 0.0% |
| 7D | -2.3% | -2.9% | +0.6% | -1.9% |
| 30D | -4.3% | -13.8% | +9.5% | -2.7% |
| 3M | -24.7% | -30.9% | +6.2% | -21.7% |
| 6M | +9.7% | -40.9% | +50.7% | +15.6% |
| YTD | +3.8% | -48.5% | +52.3% | +10.4% |
| 1Y | +1.6% | -50.9% | +52.5% | +3.4% |
| 3Y | +16.0% | -20.6% | +36.7% | -4.7% |
| 5Y | +16.1% | -84.2% | +100.3% | +3.5% |
| All | +110.9% | -72.1% | +183.0% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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