+1,747.1%
NXPI vs TECH
+456.4%
+1,290.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +1.9% | +0.1% | +1.8% | +1.8% |
| 30D | -1.4% | +0.7% | -2.1% | -1.8% |
| 3M | -29.1% | +36.3% | -65.4% | -40.4% |
| 6M | +6.2% | +25.6% | -19.4% | -10.5% |
| YTD | +5.9% | +23.7% | -17.8% | -10.8% |
| 1Y | +2.9% | +37.6% | -34.8% | -19.6% |
| 3Y | +14.5% | -6.6% | +21.1% | +6.0% |
| 5Y | +17.1% | -42.2% | +59.3% | +39.9% |
| 10Y | +193.4% | +187.6% | +5.8% | +13.8% |
| All | +1,747.1% | +456.4% | +1,290.6% | +268.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling