+34.5%
NXPI vs UL
+31.7%
+2.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.9% |
| 7D | +9.4% | -2.5% | +11.8% | +9.8% |
| 30D | +18.1% | +5.7% | +12.4% | +16.8% |
| 3M | +15.0% | +7.0% | +8.0% | +13.4% |
| 6M | -8.4% | +16.1% | -24.5% | -11.7% |
| YTD | +24.8% | +3.6% | +21.2% | +24.0% |
| 1Y | +33.3% | -1.4% | +34.7% | +34.2% |
| 3Y | +51.0% | +34.1% | +16.9% | +34.5% |
| 5Y | +34.5% | +32.0% | +2.5% | +19.7% |
| All | +34.5% | +31.7% | +2.8% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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