+212.4%
NXPI vs PPL
+67.2%
+145.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.1% | -1.4% |
| 7D | +6.8% | -0.4% | +7.1% | +6.9% |
| 30D | +20.0% | +2.6% | +17.4% | +18.6% |
| 3M | +14.8% | +0.8% | +14.0% | +14.1% |
| 6M | -10.5% | +1.4% | -11.9% | -11.6% |
| YTD | +23.7% | +4.3% | +19.4% | +20.0% |
| 1Y | +34.1% | +0.8% | +33.3% | +31.8% |
| 3Y | +51.2% | +57.9% | -6.7% | +16.7% |
| 5Y | +33.4% | +48.3% | -14.9% | +5.7% |
| All | +212.4% | +67.2% | +145.3% | +129.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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