+17.7%
NXPI vs RMD
-21.0%
+38.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.2% | +1.5% | -0.6% |
| 7D | +0.7% | -4.5% | +5.1% | +2.2% |
| 30D | -6.6% | +4.6% | -11.2% | -8.2% |
| 3M | -25.4% | +14.8% | -40.2% | -29.9% |
| 6M | +11.9% | -12.1% | +24.0% | +16.5% |
| YTD | +4.0% | -7.5% | +11.5% | +5.6% |
| 1Y | +1.0% | -20.1% | +21.1% | +9.0% |
| 3Y | +16.3% | +53.9% | -37.6% | -7.8% |
| 5Y | +17.7% | -22.2% | +39.9% | +19.0% |
| All | +17.7% | -21.0% | +38.7% | +19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling