+2,030.0%
NXPI vs TECH
+459.4%
+1,570.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -0.5% | +0.2% | -0.7% | -0.6% |
| 30D | +15.0% | +0.5% | +14.5% | +14.7% |
| 3M | +12.6% | +1.1% | +11.5% | +12.0% |
| 6M | -10.6% | +51.0% | -61.6% | -29.1% |
| YTD | +22.1% | +24.4% | -2.3% | +2.6% |
| 1Y | +29.8% | +27.4% | +2.3% | +7.0% |
| 3Y | +47.8% | +28.5% | +19.3% | +13.2% |
| 5Y | +33.9% | -40.9% | +74.7% | +58.6% |
| 10Y | +208.7% | +192.5% | +16.2% | +18.9% |
| All | +2,030.0% | +459.4% | +1,570.6% | +324.2% |
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 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