+210.0%
NXPI vs HRB
+207.5%
+2.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.5% |
| 7D | +0.7% | -12.2% | +12.8% | +3.7% |
| 30D | -4.2% | -3.0% | -1.2% | -4.1% |
| 3M | -20.4% | +21.7% | -42.1% | -25.4% |
| 6M | +12.5% | +52.3% | -39.8% | -2.4% |
| YTD | +5.2% | +6.5% | -1.3% | +0.9% |
| 1Y | +5.1% | -6.7% | +11.8% | +4.6% |
| 3Y | +17.7% | +25.1% | -7.4% | +3.6% |
| 5Y | +16.8% | +113.8% | -96.9% | -15.3% |
| All | +210.0% | +207.5% | +2.5% | +100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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