+208.7%
NXPI vs MUB
+21.7%
+187.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.6% |
| 7D | -0.5% | +0.6% | -1.1% | -1.4% |
| 30D | +15.0% | +3.4% | +11.5% | +9.4% |
| 3M | +12.6% | -0.7% | +13.2% | +13.7% |
| 6M | -10.6% | -1.0% | -9.6% | -9.2% |
| YTD | +22.1% | 0.0% | +22.1% | +22.3% |
| 1Y | +29.8% | +0.4% | +29.4% | +29.2% |
| 3Y | +47.8% | +10.5% | +37.3% | +27.0% |
| 5Y | +33.9% | +3.1% | +30.8% | +27.1% |
| 10Y | +208.7% | +22.0% | +186.7% | +183.9% |
| All | +208.7% | +21.7% | +187.1% | +183.9% |
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