+17.7%
NXPI vs IAU
+139.7%
-122.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.3% |
| 7D | +0.7% | +0.7% | -0.1% | +0.5% |
| 30D | -6.6% | +0.3% | -6.9% | -6.7% |
| 3M | -25.4% | +0.7% | -26.1% | -25.7% |
| 6M | +11.9% | -15.5% | +27.4% | +15.4% |
| YTD | +4.0% | +1.0% | +3.1% | +3.4% |
| 1Y | +1.0% | +19.6% | -18.5% | -3.1% |
| 3Y | +16.3% | +125.4% | -109.1% | -4.2% |
| 5Y | +17.7% | +140.7% | -123.0% | -9.9% |
| All | +17.7% | +139.7% | -122.0% | -9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling