+22.7%
NXPI vs UUUU
+74.5%
-51.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -5.0% | +9.5% | +5.1% |
| 7D | +3.9% | -10.5% | +14.4% | +5.2% |
| 30D | +1.4% | -10.5% | +11.9% | +2.6% |
| 3M | -21.5% | -14.1% | -7.4% | -20.4% |
| 6M | +19.4% | -35.5% | +54.9% | +23.7% |
| YTD | +9.9% | -10.9% | +20.9% | +8.6% |
| 1Y | +7.9% | +3.4% | +4.5% | +1.8% |
| 3Y | +22.7% | +73.1% | -50.4% | -3.2% |
| All | +22.7% | +74.5% | -51.8% | -3.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling