+211.4%
NXPI vs IAU
+221.5%
-10.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.5% |
| 7D | -2.3% | +0.2% | -2.4% | -2.3% |
| 30D | -4.3% | +0.2% | -4.5% | -4.4% |
| 3M | -24.7% | +3.3% | -27.9% | -25.3% |
| 6M | +9.7% | -14.6% | +24.3% | +13.0% |
| YTD | +3.8% | +1.9% | +1.9% | +2.9% |
| 1Y | +1.6% | +20.9% | -19.3% | -3.0% |
| 3Y | +16.0% | +127.5% | -111.4% | -4.4% |
| 5Y | +16.1% | +141.9% | -125.8% | -7.0% |
| 10Y | +211.4% | +222.8% | -11.4% | +152.6% |
| All | +211.4% | +221.5% | -10.1% | +152.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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