+16.1%
NXPI vs TE
-43.0%
+59.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.0% | +2.7% | +0.1% |
| 7D | -2.3% | +15.0% | -17.3% | -4.2% |
| 30D | -4.3% | -7.5% | +3.2% | -3.7% |
| 3M | -24.7% | -42.0% | +17.3% | -20.3% |
| 6M | +9.7% | -31.4% | +41.2% | +11.0% |
| YTD | +3.8% | -26.5% | +30.3% | +2.2% |
| 1Y | +1.6% | +153.1% | -151.5% | -20.1% |
| 3Y | +16.0% | -20.7% | +36.7% | -0.2% |
| 5Y | +16.1% | -45.4% | +61.6% | -3.1% |
| All | +16.1% | -43.0% | +59.1% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 5y: compounded portfolio wealth divided by compounded TE 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…
5y analysis · Full analysis span regression · 6 months rolling