+200.5%
NXPI vs QLD
+1,470.2%
-1,269.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +6.8% | -3.5% | -0.8% |
| 7D | -0.3% | -1.4% | +1.1% | +0.2% |
| 30D | +12.7% | -19.6% | +32.3% | +27.4% |
| 3M | +7.5% | -14.1% | +21.6% | +16.5% |
| 6M | -12.3% | -13.6% | +1.3% | -5.3% |
| YTD | +19.7% | +12.5% | +7.1% | +9.8% |
| 1Y | +27.6% | +13.1% | +14.4% | +16.3% |
| 3Y | +50.0% | +154.7% | -104.8% | -16.4% |
| 5Y | +27.2% | +81.1% | -53.9% | -19.3% |
| 10Y | +200.5% | +1,418.0% | -1,217.5% | -23.4% |
| All | +200.5% | +1,470.2% | -1,269.7% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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