+3.5%
UNH vs NXPI
+16.5%
-12.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.9% |
| 7D | -1.7% | -2.3% | +0.6% | -1.5% |
| 30D | -3.8% | -4.3% | +0.5% | -3.5% |
| 3M | -4.3% | -24.7% | +20.4% | -2.2% |
| 6M | +38.6% | +9.7% | +28.9% | +35.8% |
| YTD | +20.7% | +3.8% | +16.9% | +18.8% |
| 1Y | +16.0% | +1.6% | +14.4% | +14.2% |
| 3Y | -13.5% | +16.0% | -29.5% | -17.5% |
| 5Y | +3.5% | +16.1% | -12.6% | -4.3% |
| All | +3.5% | +16.5% | -12.9% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NXPI.
Daily Out/Under-Performance
Portfolio return minus NXPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXPI 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 5y: compounded portfolio wealth divided by compounded NXPI 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…
5y analysis · Full analysis span regression · 6 months rolling