+51.2%
NXPI vs S
+41.6%
+9.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | +6.8% | +2.0% | +4.8% | +6.2% |
| 30D | +20.0% | -2.7% | +22.8% | +20.6% |
| 3M | +14.8% | -6.9% | +21.7% | +15.6% |
| 6M | -10.5% | +38.1% | -48.5% | -20.2% |
| YTD | +23.7% | +48.0% | -24.3% | +6.5% |
| 1Y | +34.1% | +34.5% | -0.4% | +18.4% |
| 3Y | +51.2% | +38.3% | +12.9% | +38.0% |
| All | +51.2% | +41.6% | +9.7% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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