+212.4%
NXPI vs RACE
+729.2%
-516.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -1.6% |
| 7D | +6.8% | -1.2% | +8.0% | +7.4% |
| 30D | +20.0% | +6.1% | +13.9% | +16.2% |
| 3M | +14.8% | -0.3% | +15.1% | +14.7% |
| 6M | -10.5% | +23.4% | -33.9% | -21.5% |
| YTD | +23.7% | +12.5% | +11.2% | +12.9% |
| 1Y | +34.1% | -0.5% | +34.5% | +31.3% |
| 3Y | +51.2% | +23.6% | +27.6% | +24.5% |
| 5Y | +33.4% | +65.4% | -32.0% | -9.6% |
| All | +212.4% | +729.2% | -516.8% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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