+186.7%
NXPI vs SW
+182.7%
+4.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.7% |
| 7D | -4.4% | +2.3% | -6.7% | -4.7% |
| 30D | +5.6% | +6.8% | -1.2% | +4.4% |
| 3M | +7.6% | -5.2% | +12.8% | +8.5% |
| 6M | -17.6% | +7.4% | -25.0% | -18.7% |
| YTD | +15.9% | +17.4% | -1.5% | +12.5% |
| 1Y | +22.4% | +27.1% | -4.7% | +17.3% |
| 3Y | +43.2% | +47.9% | -4.6% | +35.9% |
| 5Y | +21.4% | -2.6% | +23.9% | +16.8% |
| All | +186.7% | +182.7% | +4.1% | +159.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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