+22.7%
NXPI vs DHI
+21.1%
+1.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.7% | +2.8% | +3.9% |
| 7D | +3.9% | -3.4% | +7.3% | +5.1% |
| 30D | +1.4% | -5.4% | +6.8% | +3.2% |
| 3M | -21.5% | -10.4% | -11.1% | -18.9% |
| 6M | +19.4% | -2.8% | +22.2% | +19.0% |
| YTD | +9.9% | -3.4% | +13.4% | +9.4% |
| 1Y | +7.9% | -22.9% | +30.8% | +16.6% |
| 3Y | +22.7% | +20.7% | +2.0% | +5.4% |
| All | +22.7% | +21.1% | +1.6% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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