+223.9%
NXPI vs SPMO
+517.6%
-293.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.5% | +4.0% | +3.9% |
| 7D | +3.9% | -0.9% | +4.8% | +4.9% |
| 30D | +1.4% | -1.9% | +3.3% | +3.4% |
| 3M | -21.5% | -1.4% | -20.2% | -20.5% |
| 6M | +19.4% | +25.5% | -6.1% | -8.1% |
| YTD | +9.9% | +24.8% | -14.9% | -15.0% |
| 1Y | +7.9% | +24.5% | -16.6% | -16.4% |
| 3Y | +22.7% | +157.1% | -134.5% | -57.8% |
| 5Y | +22.1% | +149.5% | -127.4% | -55.7% |
| All | +223.9% | +517.6% | -293.7% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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