+212.4%
NXPI vs IAU
+210.9%
+1.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.9% |
| 7D | +6.8% | -4.6% | +11.3% | +8.0% |
| 30D | +20.0% | -5.4% | +25.5% | +21.6% |
| 3M | +14.8% | -10.9% | +25.7% | +18.0% |
| 6M | -10.5% | -17.4% | +6.9% | -6.5% |
| YTD | +23.7% | -10.2% | +33.9% | +26.4% |
| 1Y | +34.1% | -7.1% | +41.1% | +35.9% |
| 3Y | +51.2% | +97.7% | -46.5% | +27.8% |
| 5Y | +33.4% | +105.3% | -71.9% | +9.9% |
| All | +212.4% | +210.9% | +1.5% | +155.5% |
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