+208.7%
NXPI vs IAU
+208.6%
+0.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.6% | +4.6% | +2.7% |
| 7D | -0.5% | +2.8% | -3.3% | -1.2% |
| 30D | +15.0% | -4.0% | +18.9% | +16.1% |
| 3M | +12.6% | -8.2% | +20.8% | +14.8% |
| 6M | -10.6% | -14.8% | +4.2% | -7.4% |
| YTD | +22.1% | -6.7% | +28.8% | +23.6% |
| 1Y | +29.8% | -2.2% | +32.0% | +30.0% |
| 3Y | +47.8% | +106.7% | -59.0% | +23.7% |
| 5Y | +33.9% | +114.8% | -81.0% | +9.3% |
| 10Y | +208.7% | +213.0% | -4.2% | +149.5% |
| All | +208.7% | +208.6% | +0.1% | +149.5% |
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