+2,030.0%
NXPI vs MUB
+52.0%
+1,978.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.3% |
| 7D | -0.5% | +0.6% | -1.1% | -0.9% |
| 30D | +15.0% | +3.4% | +11.5% | +12.5% |
| 3M | +12.6% | -0.7% | +13.2% | +13.0% |
| 6M | -10.6% | -1.0% | -9.6% | -10.0% |
| YTD | +22.1% | 0.0% | +22.1% | +22.2% |
| 1Y | +29.8% | +0.4% | +29.4% | +29.6% |
| 3Y | +47.8% | +10.5% | +37.3% | +39.2% |
| 5Y | +33.9% | +3.1% | +30.8% | +29.6% |
| 10Y | +208.7% | +22.0% | +186.7% | +214.1% |
| All | +2,030.0% | +52.0% | +1,978.0% | +2,447.0% |
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