+210.0%
NXPI vs UUUU
+495.2%
-285.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.3% | +7.7% | +2.4% |
| 7D | +0.7% | -5.0% | +5.7% | +1.4% |
| 30D | -4.2% | -7.8% | +3.6% | -3.2% |
| 3M | -20.4% | -0.4% | -20.0% | -20.7% |
| 6M | +12.5% | -32.9% | +45.4% | +17.9% |
| YTD | +5.2% | -6.3% | +11.5% | +2.5% |
| 1Y | +5.1% | +7.9% | -2.8% | -2.8% |
| 3Y | +17.7% | +85.2% | -67.5% | -7.2% |
| 5Y | +16.8% | +97.0% | -80.1% | -13.7% |
| All | +210.0% | +495.2% | -285.2% | +76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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