+182.3%
NXPI vs USB
+93.8%
+88.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -2.1% | -5.7% | -6.6% |
| 7D | -8.1% | -1.5% | -6.6% | -7.3% |
| 30D | 0.0% | +4.3% | -4.3% | -2.2% |
| 3M | +6.2% | -6.1% | +12.3% | +9.9% |
| 6M | -15.7% | +9.4% | -25.1% | -20.2% |
| YTD | +14.1% | +15.2% | -1.1% | +4.6% |
| 1Y | +18.2% | +32.8% | -14.5% | +0.2% |
| 3Y | +42.0% | +91.3% | -49.3% | -1.0% |
| 5Y | +19.5% | +22.7% | -3.2% | +2.6% |
| All | +182.3% | +93.8% | +88.5% | +106.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling