+2,076.7%
NXPI vs IBB
+702.7%
+1,373.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.3% | +1.0% |
| 7D | +9.4% | +1.6% | +7.7% | +7.8% |
| 30D | +18.1% | +6.7% | +11.4% | +12.0% |
| 3M | +15.0% | +6.3% | +8.7% | +8.3% |
| 6M | -8.4% | +23.9% | -32.3% | -24.7% |
| YTD | +24.8% | +26.6% | -1.8% | +0.1% |
| 1Y | +33.3% | +29.6% | +3.6% | +4.6% |
| 3Y | +51.0% | +86.1% | -35.1% | -12.4% |
| 5Y | +34.5% | +40.3% | -5.8% | -1.0% |
| 10Y | +211.8% | +128.1% | +83.7% | +53.9% |
| All | +2,076.7% | +702.7% | +1,373.9% | +78.4% |
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