+17.7%
NXPI vs IAG
+766.8%
-749.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -1.5% |
| 7D | +0.7% | +4.3% | -3.6% | +0.2% |
| 30D | -6.6% | +9.8% | -16.4% | -7.7% |
| 3M | -25.4% | +28.9% | -54.3% | -27.7% |
| 6M | +11.9% | -7.6% | +19.5% | +11.6% |
| YTD | +4.0% | +22.0% | -17.9% | +0.7% |
| 1Y | +1.0% | +99.5% | -98.5% | -6.8% |
| 3Y | +16.3% | +818.3% | -801.9% | -9.3% |
| 5Y | +17.7% | +785.9% | -768.2% | -15.5% |
| All | +17.7% | +766.8% | -749.1% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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