+17.1%
NXPI vs HST
+74.0%
-56.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.1% |
| 7D | +1.9% | -1.0% | +2.9% | +2.6% |
| 30D | -1.4% | -12.3% | +10.8% | +6.9% |
| 3M | -29.1% | -6.4% | -22.7% | -26.6% |
| 6M | +6.2% | +15.0% | -8.8% | -4.2% |
| YTD | +5.9% | +30.5% | -24.6% | -12.4% |
| 1Y | +2.9% | +35.7% | -32.8% | -17.5% |
| 3Y | +14.5% | +68.4% | -53.9% | -20.7% |
| All | +17.1% | +74.0% | -56.9% | -20.6% |
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