+211.4%
NXPI vs RMD
+269.7%
-58.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -2.3% | -4.7% | +2.5% | -0.5% |
| 30D | -4.3% | +0.2% | -4.6% | -4.5% |
| 3M | -24.7% | +12.0% | -36.7% | -28.6% |
| 6M | +9.7% | -12.5% | +22.3% | +13.8% |
| YTD | +3.8% | -7.9% | +11.7% | +5.2% |
| 1Y | +1.6% | -20.4% | +22.0% | +9.0% |
| 3Y | +16.0% | +53.1% | -37.1% | -6.6% |
| 5Y | +16.1% | -22.1% | +38.2% | +19.8% |
| 10Y | +211.4% | +275.4% | -64.0% | +122.8% |
| All | +211.4% | +269.7% | -58.3% | +122.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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