+34.5%
NXPI vs HIG
+107.2%
-72.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | +9.4% | -0.1% | +9.5% | +9.4% |
| 30D | +18.1% | +4.4% | +13.8% | +16.1% |
| 3M | +15.0% | 0.0% | +15.0% | +14.7% |
| 6M | -8.4% | +3.8% | -12.2% | -10.9% |
| YTD | +24.8% | +0.7% | +24.1% | +22.6% |
| 1Y | +33.3% | +5.0% | +28.2% | +27.9% |
| 3Y | +51.0% | +95.3% | -44.3% | -1.2% |
| 5Y | +34.5% | +110.8% | -76.3% | -18.5% |
| All | +34.5% | +107.2% | -72.6% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 5y: compounded portfolio wealth divided by compounded HIG 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…
5y analysis · Full analysis span regression · 6 months rolling