+1,747.1%
NXPI vs IBB
+697.0%
+1,050.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +2.0% |
| 7D | +1.9% | +1.4% | +0.5% | +0.7% |
| 30D | -1.4% | +10.5% | -11.9% | -9.9% |
| 3M | -29.1% | +23.6% | -52.7% | -41.2% |
| 6M | +6.2% | +22.6% | -16.4% | -12.0% |
| YTD | +5.9% | +25.7% | -19.8% | -14.3% |
| 1Y | +2.9% | +51.4% | -48.5% | -29.3% |
| 3Y | +14.5% | +64.4% | -49.9% | -26.1% |
| 5Y | +17.1% | +22.1% | -5.1% | -3.2% |
| 10Y | +193.4% | +132.5% | +60.9% | +40.8% |
| All | +1,747.1% | +697.0% | +1,050.1% | +52.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling