+31.9%
NXPI vs USHY
+1.9%
+30.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.2% | -1.6% |
| 7D | +5.3% | -0.2% | +5.5% | +6.1% |
| 30D | +9.5% | +0.7% | +8.8% | +7.0% |
| 3M | +12.0% | -2.2% | +14.2% | +22.0% |
| 6M | -8.1% | -0.9% | -7.3% | -4.3% |
| YTD | +23.7% | +0.2% | +23.5% | +24.4% |
| 1Y | +31.9% | +1.7% | +30.2% | +23.1% |
| All | +31.9% | +1.9% | +30.1% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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