+43.7%
NXPI vs PL
+41.8%
+1.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.2% | -0.3% |
| 7D | +9.4% | +22.3% | -12.9% | +5.8% |
| 30D | +18.1% | -8.3% | +26.4% | +19.3% |
| 3M | +15.0% | -43.3% | +58.3% | +24.6% |
| 6M | -8.4% | -65.8% | +57.4% | +5.7% |
| YTD | +24.8% | -29.5% | +54.3% | +25.7% |
| 1Y | +33.3% | +11.7% | +21.6% | +23.3% |
| 3Y | +51.0% | +540.6% | -489.6% | -9.5% |
| 5Y | +34.5% | +32.9% | +1.6% | -8.7% |
| All | +43.7% | +41.8% | +1.9% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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