+156.2%
NXPI vs SPOT
+265.4%
-109.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.1% |
| 7D | -0.5% | +1.0% | -1.5% | -0.7% |
| 30D | +15.0% | +14.6% | +0.4% | +10.3% |
| 3M | +12.6% | +18.4% | -5.9% | +6.2% |
| 6M | -10.6% | +45.1% | -55.6% | -21.5% |
| YTD | +22.1% | +4.4% | +17.7% | +16.4% |
| 1Y | +29.8% | -2.7% | +32.4% | +26.2% |
| 3Y | +47.8% | +254.6% | -206.8% | -10.1% |
| 5Y | +33.9% | +124.8% | -90.9% | -12.9% |
| All | +156.2% | +265.4% | -109.2% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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