+1,714.9%
NXPI vs TRI
+310.7%
+1,404.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.5% | +4.8% | +1.9% |
| 7D | +0.7% | -7.1% | +7.8% | +4.4% |
| 30D | -6.6% | -2.3% | -4.3% | -6.5% |
| 3M | -25.4% | +19.6% | -45.0% | -36.5% |
| 6M | +11.9% | -8.7% | +20.6% | +10.4% |
| YTD | +4.0% | -22.3% | +26.3% | +12.5% |
| 1Y | +1.0% | -40.7% | +41.7% | +33.9% |
| 3Y | +16.3% | -17.8% | +34.1% | +12.1% |
| 5Y | +17.7% | -8.5% | +26.2% | +2.5% |
| 10Y | +195.8% | +192.6% | +3.2% | -11.4% |
| All | +1,714.9% | +310.7% | +1,404.2% | +246.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling