+17.1%
NXPI vs SUI
-32.0%
+49.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +1.9% | -2.8% | +4.7% | +2.9% |
| 30D | -1.4% | -1.2% | -0.3% | -1.1% |
| 3M | -29.1% | -1.7% | -27.3% | -29.2% |
| 6M | +6.2% | -10.5% | +16.7% | +9.8% |
| YTD | +5.9% | -1.8% | +7.7% | +5.3% |
| 1Y | +2.9% | -4.1% | +7.0% | +3.1% |
| 3Y | +14.5% | +11.3% | +3.2% | +3.9% |
| All | +17.1% | -32.0% | +49.1% | +32.7% |
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