+2,076.7%
NXPI vs HIG
+749.1%
+1,327.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +15.0% |
| 3M | +15.0% | 0.0% | +15.0% | +14.3% |
| 6M | -8.4% | +3.8% | -12.2% | -12.2% |
| YTD | +24.8% | +0.7% | +24.1% | +21.1% |
| 1Y | +33.3% | +5.0% | +28.2% | +25.8% |
| 3Y | +51.0% | +95.3% | -44.3% | -5.2% |
| 5Y | +34.5% | +110.8% | -76.3% | -20.6% |
| 10Y | +211.8% | +261.9% | -50.1% | +15.4% |
| All | +2,076.7% | +749.1% | +1,327.6% | +321.5% |
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 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