+34.7%
NXPI vs PCG
+10.2%
+24.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -3.0% | -1.4% |
| 7D | +6.8% | +2.2% | +4.6% | +6.2% |
| 30D | +20.0% | +0.8% | +19.3% | +19.8% |
| 3M | +14.8% | -23.8% | +38.6% | +21.9% |
| 6M | -10.5% | -19.6% | +9.2% | -6.9% |
| YTD | +23.7% | -16.7% | +40.5% | +26.7% |
| 1Y | +34.1% | -19.4% | +53.4% | +38.6% |
| 3Y | +51.2% | -18.3% | +69.5% | +51.2% |
| All | +34.7% | +10.2% | +24.5% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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