+306.5%
IVV vs NXPI
+185.6%
+120.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.2% | -0.1% |
| 7D | -2.7% | -4.4% | +1.7% | -1.5% |
| 30D | -5.4% | +5.6% | -10.9% | -7.0% |
| 3M | -4.1% | +7.6% | -11.7% | -6.5% |
| 6M | +0.7% | -17.6% | +18.3% | +5.0% |
| YTD | +8.7% | +15.9% | -7.2% | +0.3% |
| 1Y | +11.0% | +22.4% | -11.4% | +0.4% |
| 3Y | +75.4% | +43.2% | +32.2% | +44.0% |
| 5Y | +68.3% | +21.4% | +47.0% | +40.9% |
| All | +306.5% | +185.6% | +120.9% | +141.9% |
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