+34.7%
NXPI vs U
-73.3%
+108.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.2% | -6.1% | -1.9% |
| 7D | +6.8% | +2.6% | +4.2% | +6.2% |
| 30D | +20.0% | +27.6% | -7.5% | +13.6% |
| 3M | +14.8% | +15.3% | -0.5% | +10.5% |
| 6M | -10.5% | +96.4% | -106.9% | -23.3% |
| YTD | +23.7% | +19.6% | +4.2% | +13.9% |
| 1Y | +34.1% | +42.1% | -8.0% | +18.4% |
| 3Y | +51.2% | +87.5% | -36.3% | +16.0% |
| All | +34.7% | -73.3% | +108.1% | +36.0% |
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