+214.4%
NXPI vs TAP
-47.8%
+262.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.7% | +3.8% | +3.2% |
| 7D | +1.7% | -8.0% | +9.7% | +4.1% |
| 30D | +19.7% | +4.1% | +15.6% | +17.8% |
| 3M | +14.5% | -4.4% | +18.9% | +15.3% |
| 6M | -11.2% | -1.9% | -9.3% | -11.9% |
| YTD | +25.8% | -12.1% | +37.9% | +28.4% |
| 1Y | +35.2% | -12.0% | +47.2% | +37.8% |
| 3Y | +52.3% | -25.0% | +77.3% | +60.5% |
| 5Y | +34.8% | -1.1% | +35.9% | +26.7% |
| 10Y | +214.4% | -47.6% | +262.0% | +192.3% |
| All | +214.4% | -47.8% | +262.2% | +192.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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