+50.0%
NXPI vs SWKS
+3.5%
+46.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.5% | +2.8% |
| 7D | -0.3% | -2.7% | +2.4% | +1.3% |
| 30D | +12.7% | +8.5% | +4.2% | +7.7% |
| 3M | +7.5% | +17.3% | -9.8% | -3.8% |
| 6M | -12.3% | +25.1% | -37.4% | -24.9% |
| YTD | +19.7% | +33.3% | -13.7% | -3.8% |
| 1Y | +27.6% | +22.9% | +4.7% | +8.2% |
| 3Y | +50.0% | +5.5% | +44.4% | +16.3% |
| All | +50.0% | +3.5% | +46.4% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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