+34.1%
NXPI vs SPXU
-26.3%
+60.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.0% | -0.1% |
| 7D | +6.8% | -7.6% | +14.3% | +2.2% |
| 30D | +20.0% | +5.3% | +14.7% | +25.8% |
| 3M | +14.8% | +9.6% | +5.2% | +24.0% |
| 6M | -10.5% | -4.5% | -5.9% | -8.7% |
| YTD | +23.7% | -25.9% | +49.6% | +15.1% |
| 1Y | +34.1% | -28.9% | +62.9% | +22.7% |
| All | +34.1% | -26.3% | +60.4% | +22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling