+214.4%
NXPI vs IBN
+389.8%
-175.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.2% |
| 7D | +1.7% | +11.1% | -9.4% | -2.5% |
| 30D | +19.7% | +23.9% | -4.2% | +10.0% |
| 3M | +14.5% | +16.3% | -1.8% | +7.8% |
| 6M | -11.2% | +34.2% | -45.4% | -21.2% |
| YTD | +25.8% | +17.6% | +8.2% | +17.4% |
| 1Y | +35.2% | +13.8% | +21.4% | +27.7% |
| 3Y | +52.3% | +57.0% | -4.8% | +25.1% |
| 5Y | +34.8% | +75.3% | -40.5% | +6.2% |
| 10Y | +214.4% | +388.7% | -174.3% | +88.7% |
| All | +214.4% | +389.8% | -175.4% | +88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling