+338.0%
SMH vs NXPI
+16.5%
+321.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.3% |
| 7D | +4.3% | -2.3% | +6.6% | +5.9% |
| 30D | +0.9% | -4.3% | +5.2% | +3.8% |
| 3M | -2.8% | -24.7% | +21.8% | +17.3% |
| 6M | +45.6% | +9.7% | +35.9% | +32.0% |
| YTD | +59.5% | +3.8% | +55.7% | +48.8% |
| 1Y | +93.4% | +1.6% | +91.8% | +81.5% |
| 3Y | +287.1% | +16.0% | +271.1% | +210.6% |
| 5Y | +338.0% | +16.1% | +321.9% | +241.5% |
| All | +338.0% | +16.5% | +321.6% | +241.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NXPI.
Daily Out/Under-Performance
Portfolio return minus NXPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXPI 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 2021-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded NXPI 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…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling