+153.1%
IWM vs NXPI
+187.4%
-34.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.4% |
| 7D | -2.0% | -4.4% | +2.3% | -0.4% |
| 30D | -1.5% | +5.6% | -7.0% | -3.6% |
| 3M | -8.0% | +7.6% | -15.6% | -10.9% |
| 6M | -4.1% | -17.6% | +13.5% | +1.2% |
| YTD | +11.9% | +15.9% | -4.0% | +1.1% |
| 1Y | +15.0% | +22.4% | -7.4% | +1.4% |
| 3Y | +64.2% | +43.2% | +21.0% | +29.1% |
| 5Y | +20.4% | +21.4% | -1.0% | -2.4% |
| All | +153.1% | +187.4% | -34.3% | +31.1% |
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