+210.0%
NXPI vs PSX
+384.6%
-174.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.7% |
| 7D | +0.7% | +1.5% | -0.9% | +0.1% |
| 30D | -4.2% | +15.8% | -20.0% | -9.6% |
| 3M | -20.4% | +43.0% | -63.4% | -31.3% |
| 6M | +12.5% | +61.1% | -48.6% | -7.9% |
| YTD | +5.2% | +104.5% | -99.3% | -22.2% |
| 1Y | +5.1% | +102.5% | -97.4% | -22.2% |
| 3Y | +17.7% | +133.5% | -115.8% | -19.3% |
| 5Y | +16.8% | +367.0% | -350.1% | -41.6% |
| All | +210.0% | +384.6% | -174.6% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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