+51.2%
NXPI vs HST
+87.2%
-35.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | +6.8% | +3.6% | +3.2% | +3.9% |
| 30D | +20.0% | +11.2% | +8.8% | +11.1% |
| 3M | +14.8% | +13.1% | +1.7% | +4.9% |
| 6M | -10.5% | +23.9% | -34.4% | -25.0% |
| YTD | +23.7% | +52.3% | -28.6% | -12.8% |
| 1Y | +34.1% | +56.7% | -22.6% | -7.9% |
| 3Y | +51.2% | +87.5% | -36.3% | -17.3% |
| All | +51.2% | +87.2% | -35.9% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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