+2,076.7%
NXPI vs HRB
+527.6%
+1,549.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | +9.4% | -7.8% | +17.1% | +11.8% |
| 30D | +18.1% | +15.7% | +2.4% | +12.9% |
| 3M | +15.0% | -5.5% | +20.5% | +16.1% |
| 6M | -8.4% | +41.1% | -49.6% | -19.5% |
| YTD | +24.8% | +20.4% | +4.4% | +13.0% |
| 1Y | +33.3% | +15.2% | +18.0% | +22.4% |
| 3Y | +51.0% | +24.3% | +26.7% | +30.9% |
| 5Y | +34.5% | +144.7% | -110.2% | -11.1% |
| 10Y | +211.8% | +227.8% | -16.0% | +65.7% |
| All | +2,076.7% | +527.6% | +1,549.1% | +697.2% |
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 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