+211.4%
NXPI vs TECH
+179.6%
+31.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.2% | -0.2% |
| 7D | -2.3% | -0.1% | -2.2% | -2.2% |
| 30D | -4.3% | +0.3% | -4.6% | -4.5% |
| 3M | -24.7% | +32.9% | -57.6% | -34.6% |
| 6M | +9.7% | +32.1% | -22.3% | -7.9% |
| YTD | +3.8% | +23.4% | -19.6% | -10.5% |
| 1Y | +1.6% | +34.1% | -32.4% | -17.0% |
| 3Y | +16.0% | +2.2% | +13.9% | +4.0% |
| 5Y | +16.1% | -41.8% | +57.9% | +36.4% |
| 10Y | +211.4% | +188.9% | +22.5% | +91.2% |
| All | +211.4% | +179.6% | +31.8% | +91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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