+34.7%
NXPI vs IBB
+39.3%
-4.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.4% |
| 7D | +6.8% | -0.5% | +7.3% | +7.2% |
| 30D | +20.0% | +4.6% | +15.5% | +15.6% |
| 3M | +14.8% | +6.8% | +8.0% | +7.2% |
| 6M | -10.5% | +23.1% | -33.6% | -27.3% |
| YTD | +23.7% | +26.0% | -2.3% | -2.7% |
| 1Y | +34.1% | +30.4% | +3.7% | +1.7% |
| 3Y | +51.2% | +85.4% | -34.2% | -19.6% |
| All | +34.7% | +39.3% | -4.6% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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