+1,744.2%
TER vs NXPI
+193.7%
+1,550.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +6.0% | +5.4% |
| 7D | +11.0% | +0.7% | +10.3% | +10.4% |
| 30D | -1.9% | -6.6% | +4.7% | +3.0% |
| 3M | -0.7% | -25.4% | +24.7% | +23.3% |
| 6M | +36.4% | +11.9% | +24.4% | +18.9% |
| YTD | +92.4% | +4.0% | +88.4% | +75.6% |
| 1Y | +213.5% | +1.0% | +212.5% | +191.6% |
| 3Y | +277.2% | +16.3% | +260.9% | +214.5% |
| 5Y | +219.1% | +17.7% | +201.4% | +164.2% |
| 10Y | +1,744.2% | +195.8% | +1,548.4% | +817.2% |
| All | +1,744.2% | +193.7% | +1,550.5% | +817.2% |
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