+22.0%
NXPI vs U
-66.8%
+88.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.5% | -3.9% | +0.5% |
| 7D | -4.4% | +36.6% | -40.9% | -10.6% |
| 30D | +5.6% | +13.3% | -7.8% | +2.3% |
| 3M | +7.6% | +26.2% | -18.6% | +1.8% |
| 6M | -17.6% | +88.7% | -106.3% | -28.7% |
| YTD | +15.9% | +16.6% | -0.7% | +7.3% |
| 1Y | +22.4% | +29.0% | -6.6% | +10.4% |
| 3Y | +43.2% | +99.5% | -56.3% | +8.5% |
| All | +22.0% | -66.8% | +88.8% | +18.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling