+217.6%
NXPI vs MUB
+23.3%
+194.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.3% | +2.8% | +2.6% |
| 7D | +1.7% | +0.4% | +1.3% | +1.0% |
| 30D | +19.7% | +3.9% | +15.8% | +13.1% |
| 3M | +14.5% | -0.2% | +14.8% | +14.9% |
| 6M | -11.2% | -0.4% | -10.9% | -10.6% |
| YTD | +25.8% | +0.5% | +25.3% | +25.0% |
| 1Y | +35.2% | +0.7% | +34.5% | +34.1% |
| 3Y | +52.3% | +11.1% | +41.2% | +29.7% |
| 5Y | +34.8% | +3.7% | +31.1% | +26.9% |
| All | +217.6% | +23.3% | +194.3% | +191.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling