+34.8%
NXPI vs SUI
-27.1%
+62.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.9% | +3.3% |
| 7D | +1.7% | -2.4% | +4.1% | +2.4% |
| 30D | +19.7% | +3.3% | +16.3% | +18.0% |
| 3M | +14.5% | +0.7% | +13.8% | +13.8% |
| 6M | -11.2% | -4.1% | -7.1% | -10.9% |
| YTD | +25.8% | -1.8% | +27.6% | +24.6% |
| 1Y | +35.2% | -4.1% | +39.3% | +35.1% |
| 3Y | +52.3% | +17.4% | +34.9% | +33.9% |
| 5Y | +34.8% | -27.0% | +61.9% | +56.7% |
| All | +34.8% | -27.1% | +62.0% | +56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling