+1.0%
NXPI vs URI
+5.1%
-4.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.3% | -1.9% |
| 7D | +0.7% | +2.5% | -1.9% | -0.2% |
| 30D | -6.6% | -12.5% | +5.9% | -2.1% |
| 3M | -25.4% | -6.2% | -19.2% | -23.7% |
| 6M | +11.9% | +25.9% | -13.9% | +2.5% |
| YTD | +4.0% | +26.2% | -22.2% | -6.9% |
| 1Y | +1.0% | +5.5% | -4.4% | -4.6% |
| All | +1.0% | +5.1% | -4.1% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 1y: compounded portfolio wealth divided by compounded URI 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…
1y analysis · Full analysis span regression · 6 months rolling