+2,076.7%
NXPI vs UL
+276.7%
+1,800.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -1.0% |
| 7D | +9.4% | -2.5% | +11.8% | +10.6% |
| 30D | +18.1% | +5.7% | +12.4% | +14.4% |
| 3M | +15.0% | +7.0% | +8.0% | +10.4% |
| 6M | -8.4% | +16.1% | -24.5% | -16.7% |
| YTD | +24.8% | +3.6% | +21.2% | +19.8% |
| 1Y | +33.3% | -1.4% | +34.7% | +30.9% |
| 3Y | +51.0% | +34.1% | +16.9% | +21.1% |
| 5Y | +34.5% | +32.0% | +2.5% | +5.8% |
| 10Y | +211.8% | +104.7% | +107.1% | +66.3% |
| All | +2,076.7% | +276.7% | +1,800.0% | +489.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling