+52.5%
NXPI vs HRB
+24.3%
+28.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.8% |
| 7D | +9.4% | -7.8% | +17.1% | +9.0% |
| 30D | +18.1% | +15.7% | +2.4% | +19.0% |
| 3M | +15.0% | -5.5% | +20.5% | +14.8% |
| 6M | -8.4% | +41.1% | -49.6% | -7.0% |
| YTD | +24.8% | +20.4% | +4.4% | +32.3% |
| 1Y | +33.3% | +15.2% | +18.0% | +42.3% |
| All | +52.5% | +24.3% | +28.2% | +51.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling