+51.2%
NXPI vs TECH
+29.6%
+21.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | +6.8% | +0.1% | +6.6% | +6.7% |
| 30D | +20.0% | +0.5% | +19.5% | +19.9% |
| 3M | +14.8% | +1.1% | +13.7% | +14.4% |
| 6M | -10.5% | +62.8% | -73.3% | -24.4% |
| YTD | +23.7% | +24.5% | -0.7% | +11.5% |
| 1Y | +34.1% | +20.6% | +13.4% | +22.2% |
| 3Y | +51.2% | +29.5% | +21.8% | +27.5% |
| All | +51.2% | +29.6% | +21.6% | +27.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling