+2.9%
NXPI vs USB
+35.1%
-32.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.5% | +1.4% |
| 7D | +1.9% | +1.4% | +0.5% | +1.2% |
| 30D | -1.4% | -1.3% | -0.1% | -0.9% |
| 3M | -29.1% | +15.2% | -44.3% | -34.3% |
| 6M | +6.2% | +18.8% | -12.6% | -4.1% |
| YTD | +5.9% | +21.0% | -15.1% | -8.7% |
| 1Y | +2.9% | +34.0% | -31.1% | -21.5% |
| All | +2.9% | +35.1% | -32.3% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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