+2,094.7%
NXPI vs IAG
+10.5%
+2,084.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.4% | +5.5% | +3.2% |
| 7D | +1.7% | +3.4% | -1.7% | +1.3% |
| 30D | +19.7% | -2.7% | +22.4% | +19.8% |
| 3M | +14.5% | -0.5% | +15.0% | +14.3% |
| 6M | -11.2% | -4.8% | -6.4% | -11.3% |
| YTD | +25.8% | +9.6% | +16.2% | +23.6% |
| 1Y | +35.2% | +32.2% | +3.0% | +30.8% |
| 3Y | +52.3% | +692.5% | -640.3% | +25.6% |
| 5Y | +34.8% | +447.6% | -412.7% | +10.7% |
| 10Y | +214.4% | +403.3% | -188.9% | +148.8% |
| All | +2,094.7% | +10.5% | +2,084.3% | +2,081.7% |
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