+17.4%
NXPI vs USHY
+27.0%
-9.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +3.4% |
| 7D | +0.7% | -0.7% | +1.4% | +3.7% |
| 30D | -4.2% | -0.5% | -3.7% | -2.1% |
| 3M | -20.4% | +0.5% | -20.9% | -21.9% |
| 6M | +12.5% | +1.5% | +11.0% | +6.3% |
| YTD | +5.2% | +1.7% | +3.5% | -1.4% |
| 1Y | +5.1% | +3.5% | +1.6% | -8.2% |
| All | +17.4% | +27.0% | -9.6% | -41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling