+16.3%
NXPI vs Z
-37.5%
+53.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.4% | +4.7% | -0.4% |
| 7D | +0.7% | -3.3% | +3.9% | +1.3% |
| 30D | -6.6% | -3.7% | -2.9% | -6.2% |
| 3M | -25.4% | -7.0% | -18.4% | -24.9% |
| 6M | +11.9% | -29.5% | +41.4% | +20.2% |
| YTD | +4.0% | -52.6% | +56.6% | +24.6% |
| 1Y | +1.0% | -64.0% | +65.0% | +31.7% |
| 3Y | +16.3% | -36.4% | +52.8% | +22.1% |
| All | +16.3% | -37.5% | +53.8% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded Z 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling