+73.8%
IVV vs NXPI
+33.4%
+40.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.1% |
| 7D | +3.3% | +9.4% | -6.0% | +0.9% |
| 30D | -2.7% | +18.1% | -20.8% | -7.1% |
| 3M | -1.7% | +15.0% | -16.7% | -5.7% |
| 6M | +3.2% | -8.4% | +11.6% | +4.3% |
| YTD | +12.0% | +24.8% | -12.8% | +1.6% |
| 1Y | +12.1% | +33.3% | -21.2% | -0.7% |
| 3Y | +78.6% | +51.0% | +27.6% | +42.9% |
| 5Y | +73.8% | +34.5% | +39.3% | +37.8% |
| All | +73.8% | +33.4% | +40.4% | +37.8% |
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