+210.0%
NXPI vs SPXU
-99.5%
+309.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +2.3% |
| 7D | +0.7% | +6.4% | -5.7% | +3.8% |
| 30D | -4.2% | +5.9% | -10.1% | -1.3% |
| 3M | -20.4% | -11.7% | -8.8% | -23.9% |
| 6M | +12.5% | -28.7% | +41.2% | -1.1% |
| YTD | +5.2% | -26.4% | +31.6% | -5.1% |
| 1Y | +5.1% | -35.2% | +40.3% | -9.6% |
| 3Y | +17.7% | -79.8% | +97.5% | -30.1% |
| 5Y | +16.8% | -86.1% | +102.9% | -25.0% |
| All | +210.0% | -99.5% | +309.6% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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