+1,747.1%
NXPI vs HRB
+506.9%
+1,240.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.0% | +5.3% | +2.4% |
| 7D | +1.9% | -5.7% | +7.6% | +3.6% |
| 30D | -1.4% | +7.9% | -9.3% | -4.2% |
| 3M | -29.1% | +32.1% | -61.2% | -35.9% |
| 6M | +6.2% | +62.2% | -56.0% | -12.0% |
| YTD | +5.9% | +16.4% | -10.5% | -2.7% |
| 1Y | +2.9% | -0.3% | +3.2% | -0.7% |
| 3Y | +14.5% | +36.0% | -21.5% | -3.8% |
| 5Y | +17.1% | +125.2% | -108.2% | -20.2% |
| 10Y | +193.4% | +237.7% | -44.3% | +53.9% |
| All | +1,747.1% | +506.9% | +1,240.2% | +586.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling