+55.7%
T vs NXPI
+25.9%
+29.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.3% | -2.5% | +0.7% |
| 7D | +1.7% | -0.3% | +2.0% | +1.7% |
| 30D | -1.7% | +12.7% | -14.4% | -1.9% |
| 3M | -7.3% | +7.5% | -14.8% | -7.4% |
| 6M | -11.2% | -12.3% | +1.1% | -11.2% |
| YTD | -8.1% | +19.7% | -27.7% | -8.9% |
| 1Y | -8.0% | +27.6% | -35.6% | -9.1% |
| 3Y | +62.1% | +50.0% | +12.2% | +54.4% |
| 5Y | +55.7% | +27.2% | +28.5% | +40.5% |
| All | +55.7% | +25.9% | +29.8% | +40.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling