+223.9%
NXPI vs TRI
+196.2%
+27.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.7% | +2.8% | +3.8% |
| 7D | +3.9% | -7.9% | +11.7% | +7.2% |
| 30D | +1.4% | -4.5% | +5.9% | +2.5% |
| 3M | -21.5% | +22.1% | -43.6% | -30.8% |
| 6M | +19.4% | -2.8% | +22.2% | +15.6% |
| YTD | +9.9% | -23.4% | +33.4% | +20.7% |
| 1Y | +7.9% | -41.5% | +49.4% | +40.3% |
| 3Y | +22.7% | -19.2% | +41.9% | +22.1% |
| 5Y | +22.1% | -9.4% | +31.5% | +10.4% |
| All | +223.9% | +196.2% | +27.7% | +72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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