+17.8%
NXPI vs HWM
+440.4%
-422.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.7% | +1.4% |
| 7D | +1.9% | -2.1% | +4.0% | +2.5% |
| 30D | -1.4% | -11.0% | +9.6% | +2.7% |
| 3M | -29.1% | +4.0% | -33.1% | -30.5% |
| 6M | +6.2% | -0.2% | +6.4% | +5.2% |
| YTD | +5.9% | +26.7% | -20.8% | -5.3% |
| 1Y | +2.9% | +44.7% | -41.8% | -13.5% |
| All | +17.8% | +440.4% | -422.6% | -40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling