+16.1%
NXPI vs HRB
+104.8%
-88.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | -0.1% |
| 7D | -2.3% | -10.6% | +8.3% | -1.2% |
| 30D | -4.3% | -0.8% | -3.5% | -4.5% |
| 3M | -24.7% | +19.1% | -43.7% | -26.7% |
| 6M | +9.7% | +48.7% | -39.0% | +2.1% |
| YTD | +3.8% | +7.1% | -3.3% | +4.1% |
| 1Y | +1.6% | -8.3% | +9.9% | +5.9% |
| 3Y | +16.0% | +25.8% | -9.8% | +6.6% |
| 5Y | +16.1% | +111.1% | -95.0% | -4.2% |
| All | +16.1% | +104.8% | -88.7% | -4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling