+34.7%
NXPI vs SPXU
-83.3%
+118.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.0% | -0.2% |
| 7D | +6.8% | -7.6% | +14.3% | +2.5% |
| 30D | +20.0% | +5.3% | +14.7% | +25.3% |
| 3M | +14.8% | +9.6% | +5.2% | +23.3% |
| 6M | -10.5% | -4.5% | -5.9% | -8.8% |
| YTD | +23.7% | -25.9% | +49.6% | +12.6% |
| 1Y | +34.1% | -28.9% | +62.9% | +20.0% |
| 3Y | +51.2% | -80.5% | +131.7% | -16.7% |
| All | +34.7% | -83.3% | +118.0% | -7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling