+17.4%
NXPI vs TROW
+12.7%
+4.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.5% |
| 7D | +0.7% | -3.0% | +3.7% | +3.0% |
| 30D | -4.2% | -5.5% | +1.3% | -0.1% |
| 3M | -20.4% | +2.3% | -22.7% | -22.4% |
| 6M | +12.5% | +23.9% | -11.4% | -6.0% |
| YTD | +5.2% | +7.9% | -2.7% | -2.4% |
| 1Y | +5.1% | +6.1% | -1.0% | -1.2% |
| All | +17.4% | +12.7% | +4.8% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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