+212.4%
NXPI vs HRB
+221.6%
-9.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.5% |
| 7D | +6.8% | -5.1% | +11.9% | +8.0% |
| 30D | +20.0% | +8.7% | +11.4% | +17.5% |
| 3M | +14.8% | -5.4% | +20.2% | +15.7% |
| 6M | -10.5% | +41.6% | -52.0% | -19.5% |
| YTD | +23.7% | +18.7% | +5.1% | +15.2% |
| 1Y | +34.1% | +16.4% | +17.6% | +25.4% |
| 3Y | +51.2% | +22.0% | +29.3% | +35.3% |
| 5Y | +33.4% | +141.2% | -107.8% | -6.6% |
| All | +212.4% | +221.6% | -9.2% | +92.4% |
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