+1,475.7%
SMH vs NXPI
+208.4%
+1,267.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.5% |
| 7D | +4.9% | +6.8% | -1.9% | +0.8% |
| 30D | -13.8% | +20.0% | -33.9% | -23.1% |
| 3M | -17.4% | +14.8% | -32.2% | -24.3% |
| 6M | -15.0% | -10.5% | -4.5% | -9.0% |
| YTD | +35.2% | +23.7% | +11.4% | +13.8% |
| 1Y | +41.6% | +34.1% | +7.5% | +12.7% |
| 3Y | +215.6% | +51.2% | +164.4% | +124.3% |
| 5Y | +233.2% | +33.4% | +199.8% | +153.1% |
| All | +1,475.7% | +208.4% | +1,267.3% | +525.0% |
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