+1,747.1%
NXPI vs IAG
+25.2%
+1,721.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +1.5% |
| 7D | +1.9% | -0.5% | +2.4% | +1.9% |
| 30D | -1.4% | +28.9% | -30.3% | -3.7% |
| 3M | -29.1% | +19.1% | -48.2% | -30.3% |
| 6M | +6.2% | -10.3% | +16.5% | +6.4% |
| YTD | +5.9% | +24.2% | -18.3% | +3.1% |
| 1Y | +2.9% | +116.5% | -113.6% | -4.3% |
| 3Y | +14.5% | +742.8% | -728.3% | -6.1% |
| 5Y | +17.1% | +753.3% | -736.3% | -7.0% |
| 10Y | +193.4% | +403.2% | -209.8% | +131.0% |
| All | +1,747.1% | +25.2% | +1,721.9% | +1,719.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling