+1,747.1%
NXPI vs MUB
+50.8%
+1,696.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.2% | +1.2% |
| 7D | +1.9% | -0.9% | +2.8% | +2.5% |
| 30D | -1.4% | -1.4% | 0.0% | -0.5% |
| 3M | -29.1% | -2.2% | -26.9% | -28.0% |
| 6M | +6.2% | -1.9% | +8.1% | +7.6% |
| YTD | +5.9% | -0.8% | +6.6% | +6.5% |
| 1Y | +2.9% | +2.7% | +0.1% | +1.3% |
| 3Y | +14.5% | +8.6% | +5.9% | +9.0% |
| 5Y | +17.1% | +2.0% | +15.0% | +14.1% |
| 10Y | +193.4% | +17.9% | +175.4% | +193.8% |
| All | +1,747.1% | +50.8% | +1,696.3% | +2,120.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling