+22.0%
NXPI vs SUI
-26.3%
+48.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.0% | +2.0% |
| 7D | -4.4% | +6.2% | -10.6% | -6.3% |
| 30D | +5.6% | +8.6% | -3.0% | +2.4% |
| 3M | +7.6% | +1.0% | +6.6% | +6.8% |
| 6M | -17.6% | -2.6% | -15.0% | -17.6% |
| YTD | +15.9% | -0.1% | +16.0% | +14.2% |
| 1Y | +22.4% | +0.5% | +21.9% | +20.2% |
| 3Y | +43.2% | +15.3% | +28.0% | +27.7% |
| All | +22.0% | -26.3% | +48.3% | +40.7% |
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