+208.7%
NXPI vs SUI
+117.1%
+91.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +2.9% | +2.4% |
| 7D | -0.5% | +3.4% | -3.9% | -2.0% |
| 30D | +15.0% | +4.6% | +10.4% | +12.3% |
| 3M | +12.6% | +1.6% | +11.0% | +11.2% |
| 6M | -10.6% | -3.5% | -7.1% | -10.5% |
| YTD | +22.1% | -1.0% | +23.1% | +20.2% |
| 1Y | +29.8% | -1.7% | +31.5% | +28.2% |
| 3Y | +47.8% | +18.4% | +29.4% | +29.0% |
| 5Y | +33.9% | -26.3% | +60.2% | +47.1% |
| 10Y | +208.7% | +123.3% | +85.4% | +171.0% |
| All | +208.7% | +117.1% | +91.6% | +171.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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