+1,890.5%
NXPI vs SWKS
+486.3%
+1,404.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -2.1% | -5.7% | -6.5% |
| 7D | -8.1% | -9.2% | +1.1% | -2.3% |
| 30D | 0.0% | -1.9% | +1.9% | +1.2% |
| 3M | +6.2% | +21.2% | -15.0% | -8.2% |
| 6M | -15.7% | +12.9% | -28.6% | -25.1% |
| YTD | +14.1% | +30.7% | -16.6% | -9.3% |
| 1Y | +18.2% | +14.1% | +4.1% | +2.8% |
| 3Y | +42.0% | -1.7% | +43.7% | +28.6% |
| 5Y | +19.5% | -43.0% | +62.5% | +53.5% |
| 10Y | +182.3% | +34.3% | +148.0% | +103.6% |
| All | +1,890.5% | +486.3% | +1,404.2% | +433.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling