+1,747.1%
NXPI vs IAU
+253.0%
+1,494.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.4% |
| 7D | +1.9% | -0.5% | +2.4% | +2.0% |
| 30D | -1.4% | +4.4% | -5.9% | -2.0% |
| 3M | -29.1% | -1.1% | -28.0% | -29.0% |
| 6M | +6.2% | -13.7% | +19.9% | +7.7% |
| YTD | +5.9% | +2.7% | +3.1% | +5.5% |
| 1Y | +2.9% | +24.6% | -21.7% | +0.5% |
| 3Y | +14.5% | +126.8% | -112.4% | +5.5% |
| 5Y | +17.1% | +139.5% | -122.4% | +6.8% |
| 10Y | +193.4% | +226.3% | -32.9% | +169.1% |
| All | +1,747.1% | +253.0% | +1,494.0% | +1,639.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling