+134.9%
NXPI vs U
-33.1%
+168.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.0% |
| 7D | +9.4% | +2.8% | +6.5% | +8.7% |
| 30D | +18.1% | +7.6% | +10.5% | +15.6% |
| 3M | +15.0% | +12.7% | +2.3% | +11.3% |
| 6M | -8.4% | +87.0% | -95.4% | -20.6% |
| YTD | +24.8% | +13.6% | +11.2% | +16.0% |
| 1Y | +33.3% | +25.3% | +8.0% | +21.0% |
| 3Y | +51.0% | +85.8% | -34.8% | +16.7% |
| 5Y | +34.5% | -74.5% | +109.0% | +37.1% |
| All | +134.9% | -33.1% | +168.0% | +103.1% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 10y: compounded portfolio wealth divided by compounded U 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…
10y analysis · Full analysis span regression · 6 months rolling