+2,089.5%
TER vs NXPI
+2,077.5%
+12.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +1.7% |
| 7D | -20.5% | -4.4% | -16.1% | -18.0% |
| 30D | -47.0% | +5.6% | -52.6% | -48.5% |
| 3M | -43.3% | +7.6% | -50.9% | -45.4% |
| 6M | -42.9% | -17.6% | -25.3% | -34.8% |
| YTD | +12.9% | +15.9% | -3.0% | -0.4% |
| 1Y | +18.2% | +22.4% | -4.2% | +1.1% |
| 3Y | +151.8% | +43.2% | +108.5% | +98.9% |
| 5Y | +54.2% | +21.4% | +32.8% | +34.7% |
| 10Y | +908.2% | +186.8% | +721.4% | +468.7% |
| All | +2,089.5% | +2,077.5% | +12.1% | +428.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling