+17.1%
NXPI vs U
-68.9%
+86.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.5% |
| 7D | +1.9% | -3.8% | +5.7% | +2.7% |
| 30D | -1.4% | +17.5% | -18.9% | -4.9% |
| 3M | -29.1% | +38.7% | -67.8% | -34.1% |
| 6M | +6.2% | +104.4% | -98.2% | -10.0% |
| YTD | +5.9% | -5.7% | +11.6% | +3.1% |
| 1Y | +2.9% | +3.7% | -0.8% | -3.2% |
| 3Y | +14.5% | +12.3% | +2.2% | -1.7% |
| All | +17.1% | -68.9% | +86.0% | +13.7% |
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