+16.1%
NXPI vs SPXU
-85.9%
+102.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.7% | +0.5% |
| 7D | -2.3% | +1.3% | -3.5% | -1.6% |
| 30D | -4.3% | +5.1% | -9.5% | -1.5% |
| 3M | -24.7% | -9.1% | -15.5% | -27.2% |
| 6M | +9.7% | -29.6% | +39.3% | -5.8% |
| YTD | +3.8% | -27.7% | +31.5% | -8.6% |
| 1Y | +1.6% | -37.0% | +38.6% | -15.7% |
| 3Y | +16.0% | -80.2% | +96.2% | -36.3% |
| 5Y | +16.1% | -86.0% | +102.1% | -28.5% |
| All | +16.1% | -85.9% | +102.0% | -28.5% |
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