+1,747.1%
NXPI vs HIG
+758.2%
+988.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.4% | +1.9% |
| 7D | +1.9% | +0.3% | +1.6% | +1.7% |
| 30D | -1.4% | -3.2% | +1.8% | +0.3% |
| 3M | -29.1% | +9.1% | -38.2% | -33.6% |
| 6M | +6.2% | -1.8% | +8.0% | +5.4% |
| YTD | +5.9% | +1.8% | +4.1% | +2.6% |
| 1Y | +2.9% | +4.6% | -1.7% | -2.4% |
| 3Y | +14.5% | +101.6% | -87.1% | -29.4% |
| 5Y | +17.1% | +124.5% | -107.4% | -33.3% |
| 10Y | +193.4% | +317.8% | -124.5% | -1.7% |
| All | +1,747.1% | +758.2% | +988.9% | +257.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling