+125.4%
NXPI vs U
-31.4%
+156.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.4% | +3.3% |
| 7D | -0.3% | +32.3% | -32.6% | -6.2% |
| 30D | +12.7% | +9.7% | +3.0% | +9.9% |
| 3M | +7.5% | +19.6% | -12.2% | +2.7% |
| 6M | -12.3% | +82.6% | -95.0% | -23.6% |
| YTD | +19.7% | +16.4% | +3.2% | +10.8% |
| 1Y | +27.6% | +28.5% | -0.9% | +15.1% |
| 3Y | +50.0% | +103.8% | -53.8% | +13.7% |
| 5Y | +27.2% | -70.0% | +97.2% | +25.7% |
| All | +125.4% | -31.4% | +156.8% | +93.9% |
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