+208.7%
NXPI vs HDB
+61.4%
+147.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.8% |
| 7D | -0.5% | +12.7% | -13.2% | -5.0% |
| 30D | +15.0% | +16.6% | -1.6% | +8.2% |
| 3M | +12.6% | +10.8% | +1.8% | +7.8% |
| 6M | -10.6% | +3.8% | -14.4% | -12.8% |
| YTD | +22.1% | -28.9% | +51.0% | +37.3% |
| 1Y | +29.8% | -28.0% | +57.7% | +44.9% |
| 3Y | +47.8% | -7.2% | +54.9% | +44.5% |
| 5Y | +33.9% | -22.2% | +56.1% | +39.1% |
| 10Y | +208.7% | +63.6% | +145.2% | +161.7% |
| All | +208.7% | +61.4% | +147.3% | +161.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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