+223.9%
NXPI vs HBM
+619.2%
-395.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +5.0% | +4.6% |
| 7D | +3.9% | -3.3% | +7.1% | +4.6% |
| 30D | +1.4% | -4.8% | +6.2% | +2.2% |
| 3M | -21.5% | -0.4% | -21.1% | -22.2% |
| 6M | +19.4% | +17.9% | +1.5% | +11.6% |
| YTD | +9.9% | +33.7% | -23.8% | -1.7% |
| 1Y | +7.9% | +95.6% | -87.7% | -13.6% |
| 3Y | +22.7% | +458.1% | -435.4% | -28.7% |
| 5Y | +22.1% | +329.0% | -306.9% | -28.4% |
| All | +223.9% | +619.2% | -395.2% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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