+22.0%
NXPI vs HST
+71.5%
-49.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -4.4% | -2.7% | -1.7% | -2.5% |
| 30D | +5.6% | +10.7% | -5.1% | -0.9% |
| 3M | +7.6% | +6.3% | +1.4% | +3.6% |
| 6M | -17.6% | +19.0% | -36.5% | -26.9% |
| YTD | +15.9% | +47.0% | -31.1% | -10.9% |
| 1Y | +22.4% | +53.4% | -31.1% | -8.8% |
| 3Y | +43.2% | +78.0% | -34.8% | -4.2% |
| All | +22.0% | +71.5% | -49.5% | -21.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling