+313.4%
IVV vs NXPI
+218.4%
+95.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.0% | -1.8% | +0.4% |
| 7D | -0.9% | +1.7% | -2.6% | -1.4% |
| 30D | -2.3% | +19.7% | -22.0% | -7.5% |
| 3M | -1.2% | +14.5% | -15.7% | -5.4% |
| 6M | +3.3% | -11.2% | +14.5% | +5.5% |
| YTD | +12.3% | +25.8% | -13.5% | +1.2% |
| 1Y | +12.5% | +35.2% | -22.7% | -1.2% |
| 3Y | +79.2% | +52.3% | +26.9% | +44.6% |
| 5Y | +75.6% | +34.8% | +40.8% | +42.5% |
| 10Y | +313.4% | +214.4% | +99.0% | +135.9% |
| All | +313.4% | +218.4% | +95.0% | +135.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling