+34.7%
NXPI vs TRU
-26.5%
+61.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.9% |
| 7D | +6.8% | 0.0% | +6.7% | +6.8% |
| 30D | +20.0% | +21.3% | -1.3% | +9.7% |
| 3M | +14.8% | +0.2% | +14.6% | +13.2% |
| 6M | -10.5% | +22.4% | -32.8% | -21.2% |
| YTD | +23.7% | -4.8% | +28.6% | +20.7% |
| 1Y | +34.1% | -0.2% | +34.2% | +27.3% |
| 3Y | +51.2% | +57.9% | -6.7% | +10.3% |
| All | +34.7% | -26.5% | +61.2% | +56.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling