+16.8%
NXPI vs SU
+341.5%
-324.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | +0.7% | +1.7% | -1.0% | +0.2% |
| 30D | -4.2% | +9.6% | -13.8% | -6.8% |
| 3M | -20.4% | +11.7% | -32.2% | -23.4% |
| 6M | +12.5% | +21.9% | -9.4% | +4.7% |
| YTD | +5.2% | +58.6% | -53.4% | -10.0% |
| 1Y | +5.1% | +66.5% | -61.4% | -11.7% |
| 3Y | +17.7% | +121.4% | -103.7% | -10.2% |
| 5Y | +16.8% | +355.7% | -338.9% | -31.0% |
| All | +16.8% | +341.5% | -324.7% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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