+212.4%
NXPI vs USB
+83.8%
+128.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.3% |
| 7D | +6.8% | +2.6% | +4.2% | +5.3% |
| 30D | +20.0% | +8.4% | +11.6% | +14.9% |
| 3M | +14.8% | -5.5% | +20.4% | +18.5% |
| 6M | -10.5% | +17.7% | -28.2% | -18.5% |
| YTD | +23.7% | +17.6% | +6.2% | +12.1% |
| 1Y | +34.1% | +33.9% | +0.2% | +13.0% |
| 3Y | +51.2% | +103.8% | -52.6% | +1.8% |
| 5Y | +33.4% | +25.6% | +7.8% | +13.0% |
| All | +212.4% | +83.8% | +128.6% | +114.3% |
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