+5.1%
NXPI vs TRU
-17.6%
+22.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | +0.7% | -9.4% | +10.0% | +1.1% |
| 30D | -4.2% | -4.1% | -0.1% | -4.1% |
| 3M | -20.4% | +13.6% | -34.0% | -21.8% |
| 6M | +12.5% | +3.6% | +8.9% | +11.5% |
| YTD | +5.2% | -9.8% | +15.0% | +5.9% |
| 1Y | +5.1% | -13.6% | +18.8% | +4.8% |
| All | +5.1% | -17.6% | +22.7% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1y: compounded portfolio wealth divided by compounded TRU 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…
1y analysis · Full analysis span regression · 6 months rolling