+212.4%
NXPI vs PH
+700.2%
-487.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +6.8% | +4.3% | +2.4% | +3.6% |
| 30D | +20.0% | +0.1% | +19.9% | +19.6% |
| 3M | +14.8% | -9.4% | +24.2% | +22.6% |
| 6M | -10.5% | +8.8% | -19.2% | -16.5% |
| YTD | +23.7% | +9.6% | +14.1% | +13.9% |
| 1Y | +34.1% | +14.4% | +19.6% | +19.7% |
| 3Y | +51.2% | +134.5% | -83.3% | -19.7% |
| 5Y | +33.4% | +204.4% | -171.0% | -41.7% |
| All | +212.4% | +700.2% | -487.8% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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