+1,747.1%
NXPI vs SMTC
+752.9%
+994.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +9.2% | -8.0% | -3.0% |
| 7D | +1.9% | +12.7% | -10.8% | -3.9% |
| 30D | -1.4% | +22.0% | -23.4% | -12.6% |
| 3M | -29.1% | -12.7% | -16.4% | -27.7% |
| 6M | +6.2% | +64.8% | -58.6% | -22.5% |
| YTD | +5.9% | +100.7% | -94.8% | -30.6% |
| 1Y | +2.9% | +146.9% | -144.0% | -40.7% |
| 3Y | +14.5% | +456.8% | -442.3% | -69.3% |
| 5Y | +17.1% | +89.2% | -72.2% | -42.7% |
| 10Y | +193.4% | +426.9% | -233.5% | -38.0% |
| All | +1,747.1% | +752.9% | +994.2% | +159.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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