+7.5%
NXPI vs USAR
+74.5%
-67.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.8% |
| 7D | +0.7% | +2.3% | -1.7% | +0.5% |
| 30D | -6.6% | -8.6% | +2.0% | -6.2% |
| 3M | -25.4% | -20.5% | -4.9% | -24.8% |
| 6M | +11.9% | +1.2% | +10.7% | +11.6% |
| YTD | +4.0% | +48.4% | -44.4% | +2.4% |
| 1Y | +1.0% | +30.6% | -29.6% | -0.6% |
| 3Y | +16.3% | +73.6% | -57.3% | +11.1% |
| All | +7.5% | +74.5% | -67.0% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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