+211.4%
NXPI vs MUB
+17.4%
+194.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.5% |
| 7D | -2.3% | -0.7% | -1.6% | -1.2% |
| 30D | -4.3% | -2.0% | -2.4% | -1.5% |
| 3M | -24.7% | -2.5% | -22.1% | -21.7% |
| 6M | +9.7% | -2.3% | +12.1% | +13.7% |
| YTD | +3.8% | -1.3% | +5.1% | +6.0% |
| 1Y | +1.6% | +1.1% | +0.5% | +0.1% |
| 3Y | +16.0% | +8.2% | +7.8% | +2.9% |
| 5Y | +16.1% | +1.5% | +14.6% | +12.9% |
| 10Y | +211.4% | +17.6% | +193.8% | +200.2% |
| All | +211.4% | +17.4% | +194.0% | +200.2% |
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