+3,482.4%
TER vs NXPI
+1,889.2%
+1,593.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.3% | +4.2% | +4.8% |
| 7D | +0.6% | +1.9% | -1.3% | -0.4% |
| 30D | -8.3% | -1.4% | -6.8% | -7.5% |
| 3M | -12.2% | -29.1% | +16.8% | +8.6% |
| 6M | +17.1% | +6.2% | +10.9% | +8.9% |
| YTD | +84.7% | +5.9% | +78.8% | +71.0% |
| 1Y | +199.9% | +2.9% | +197.0% | +182.4% |
| 3Y | +232.8% | +14.5% | +218.3% | +196.7% |
| 5Y | +198.6% | +17.1% | +181.5% | +166.1% |
| 10Y | +1,669.7% | +193.4% | +1,476.4% | +889.9% |
| All | +3,482.4% | +1,889.2% | +1,593.2% | +807.2% |
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 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