+16.3%
NXPI vs MUB
+8.8%
+7.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +0.7% | -0.3% | +1.0% | +1.1% |
| 30D | -6.6% | -1.5% | -5.1% | -4.6% |
| 3M | -25.4% | -1.9% | -23.5% | -23.3% |
| 6M | +11.9% | -1.7% | +13.6% | +14.7% |
| YTD | +4.0% | -0.8% | +4.8% | +5.5% |
| 1Y | +1.0% | +1.5% | -0.4% | -0.4% |
| 3Y | +16.3% | +8.8% | +7.6% | -6.9% |
| All | +16.3% | +8.8% | +7.6% | -6.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling