+31.9%
NXPI vs HWM
+5.4%
+26.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.3% | +5.1% | +1.7% |
| 7D | +5.3% | +9.4% | -4.1% | +3.2% |
| 30D | +9.5% | -7.0% | +16.5% | +10.6% |
| 3M | +12.0% | -25.9% | +37.9% | +18.3% |
| 6M | -8.1% | -10.8% | +2.7% | -6.6% |
| YTD | +23.7% | +4.3% | +19.4% | +25.3% |
| 1Y | +31.9% | +4.4% | +27.5% | +32.8% |
| All | +31.9% | +5.4% | +26.5% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 1y: compounded portfolio wealth divided by compounded HWM 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…
1y analysis · Full analysis span regression · 6 months rolling