+286.7%
SMH vs NXPI
+15.8%
+270.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +2.9% | +2.2% |
| 7D | +5.2% | +0.7% | +4.6% | +4.8% |
| 30D | -1.5% | -6.6% | +5.1% | +2.5% |
| 3M | -4.1% | -25.4% | +21.3% | +14.1% |
| 6M | +50.8% | +11.9% | +38.8% | +37.9% |
| YTD | +59.3% | +4.0% | +55.3% | +51.2% |
| 1Y | +94.1% | +1.0% | +93.0% | +86.4% |
| 3Y | +286.7% | +16.3% | +270.4% | +234.6% |
| All | +286.7% | +15.8% | +270.9% | +234.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling