+1,747.1%
NXPI vs RMD
+738.7%
+1,008.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.6% | +1.4% |
| 7D | +1.9% | -5.0% | +6.9% | +4.1% |
| 30D | -1.4% | +2.2% | -3.7% | -2.7% |
| 3M | -29.1% | +17.8% | -46.9% | -34.8% |
| 6M | +6.2% | -11.3% | +17.5% | +9.9% |
| YTD | +5.9% | -4.4% | +10.3% | +5.6% |
| 1Y | +2.9% | -15.7% | +18.6% | +8.5% |
| 3Y | +14.5% | +47.7% | -33.2% | -9.4% |
| 5Y | +17.1% | -19.2% | +36.3% | +19.2% |
| 10Y | +193.4% | +280.4% | -87.0% | +35.3% |
| All | +1,747.1% | +738.7% | +1,008.4% | +320.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling