+31.2%
NXPI vs U
+18.8%
+12.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.1% | +4.1% | +2.1% |
| 7D | -0.5% | +24.4% | -24.8% | -1.6% |
| 30D | +15.0% | +7.4% | +7.6% | +14.7% |
| 3M | +12.6% | +16.8% | -4.2% | +11.6% |
| 6M | -10.6% | +78.8% | -89.3% | -13.1% |
| YTD | +22.1% | +14.0% | +8.1% | +24.9% |
| All | +31.2% | +18.8% | +12.5% | +32.1% |
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 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