+17.4%
NXPI vs TRI
-20.3%
+37.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.3% | +2.7% | +1.5% |
| 7D | +0.7% | -14.4% | +15.0% | +1.9% |
| 30D | -4.2% | -8.1% | +3.9% | -3.7% |
| 3M | -20.4% | +17.5% | -38.0% | -22.6% |
| 6M | +12.5% | -5.0% | +17.5% | +14.3% |
| YTD | +5.2% | -24.7% | +29.9% | +16.2% |
| 1Y | +5.1% | -41.5% | +46.6% | +27.5% |
| All | +17.4% | -20.3% | +37.7% | +27.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling