+5.1%
NXPI vs PHM
-14.5%
+19.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.1% | +3.5% | +2.0% |
| 7D | +0.7% | -6.4% | +7.0% | +2.4% |
| 30D | -4.2% | -12.1% | +7.9% | -0.8% |
| 3M | -20.4% | -1.5% | -18.9% | -21.2% |
| 6M | +12.5% | -6.0% | +18.5% | +12.2% |
| YTD | +5.2% | -0.3% | +5.5% | +2.0% |
| 1Y | +5.1% | -13.3% | +18.5% | +8.0% |
| All | +5.1% | -14.5% | +19.6% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 1y: compounded portfolio wealth divided by compounded PHM 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…
1y analysis · Full analysis span regression · 6 months rolling