+33.9%
NXPI vs PL
+36.0%
-2.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.7% | +2.1% |
| 7D | -0.5% | +5.6% | -6.1% | -1.5% |
| 30D | +15.0% | -16.9% | +31.9% | +17.8% |
| 3M | +12.6% | -38.2% | +50.8% | +20.3% |
| 6M | -10.6% | -63.4% | +52.9% | +2.3% |
| YTD | +22.1% | -27.6% | +49.7% | +22.5% |
| 1Y | +29.8% | +6.6% | +23.2% | +20.9% |
| 3Y | +47.8% | +557.6% | -509.8% | -11.8% |
| 5Y | +33.9% | +39.5% | -5.6% | -8.3% |
| All | +33.9% | +36.0% | -2.2% | -8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling