+51.2%
NXPI vs PSX
+157.7%
-106.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.1% |
| 7D | +6.8% | +7.8% | -1.0% | +3.8% |
| 30D | +20.0% | -10.9% | +30.9% | +24.8% |
| 3M | +14.8% | +14.5% | +0.3% | +7.7% |
| 6M | -10.5% | +56.1% | -66.6% | -27.1% |
| YTD | +23.7% | +109.6% | -85.8% | -14.0% |
| 1Y | +34.1% | +95.5% | -61.4% | -3.7% |
| 3Y | +51.2% | +156.2% | -105.0% | -6.6% |
| All | +51.2% | +157.7% | -106.4% | -6.6% |
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