+15.8%
NXPI vs PSX
+134.3%
-118.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.9% | -0.5% |
| 7D | -2.3% | +1.8% | -4.1% | -3.0% |
| 30D | -4.3% | +21.6% | -26.0% | -11.6% |
| 3M | -24.7% | +46.5% | -71.1% | -36.0% |
| 6M | +9.7% | +62.0% | -52.3% | -11.8% |
| YTD | +3.8% | +106.3% | -102.6% | -26.2% |
| 1Y | +1.6% | +103.0% | -101.4% | -27.6% |
| All | +15.8% | +134.3% | -118.5% | -27.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling