+1.0%
NXPI vs U
-3.2%
+4.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.6% | -4.4% | -2.0% |
| 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% | -27.8% |
| 6M | +11.9% | +115.4% | -103.4% | +4.6% |
| YTD | +4.0% | -3.2% | +7.2% | +7.0% |
| 1Y | +1.0% | -6.0% | +7.1% | +1.5% |
| All | +1.0% | -3.2% | +4.2% | +1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling