+1,789.8%
SMH vs NXPI
+217.4%
+1,572.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.4% | -3.9% | -3.3% |
| 7D | +1.4% | +0.7% | +0.7% | +0.9% |
| 30D | -2.2% | -4.2% | +2.0% | +0.3% |
| 3M | -1.9% | -20.4% | +18.6% | +13.0% |
| 6M | +41.0% | +12.5% | +28.5% | +27.4% |
| YTD | +55.6% | +5.2% | +50.3% | +45.4% |
| 1Y | +86.8% | +5.1% | +81.7% | +73.4% |
| 3Y | +277.7% | +17.7% | +260.0% | +216.1% |
| 5Y | +324.2% | +16.8% | +307.3% | +252.7% |
| All | +1,789.8% | +217.4% | +1,572.4% | +853.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling