+43.2%
NXPI vs RBA
+42.3%
+0.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +2.1% |
| 7D | -4.4% | +4.3% | -8.6% | -5.9% |
| 30D | +5.6% | +16.3% | -10.8% | -0.6% |
| 3M | +7.6% | +1.3% | +6.3% | +6.7% |
| 6M | -17.6% | -11.1% | -6.5% | -14.9% |
| YTD | +15.9% | -8.5% | +24.4% | +16.9% |
| 1Y | +22.4% | -2.1% | +24.5% | +19.6% |
| 3Y | +43.2% | +44.6% | -1.3% | +32.2% |
| All | +43.2% | +42.3% | +0.9% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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