+95.9%
NXPI vs U
-43.0%
+138.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.6% | -4.4% | -2.3% |
| 7D | +0.7% | +4.5% | -3.8% | -0.3% |
| 30D | -6.6% | -0.6% | -6.0% | -6.6% |
| 3M | -25.4% | +48.4% | -73.8% | -31.5% |
| 6M | +11.9% | +115.4% | -103.4% | -5.9% |
| YTD | +4.0% | -3.2% | +7.2% | +0.7% |
| 1Y | +1.0% | -6.0% | +7.1% | -2.6% |
| 3Y | +16.3% | +13.5% | +2.9% | +0.1% |
| 5Y | +17.7% | -68.0% | +85.7% | +15.7% |
| All | +95.9% | -43.0% | +138.9% | +76.3% |
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