+16.8%
NXPI vs IBN
+52.7%
-35.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.7% |
| 7D | +0.7% | -5.5% | +6.1% | +3.6% |
| 30D | -4.2% | -3.4% | -0.8% | -2.5% |
| 3M | -20.4% | +8.7% | -29.1% | -24.1% |
| 6M | +12.5% | +3.7% | +8.8% | +9.6% |
| YTD | +5.2% | -2.4% | +7.6% | +5.9% |
| 1Y | +5.1% | -8.1% | +13.2% | +8.5% |
| 3Y | +17.7% | +26.3% | -8.7% | -2.2% |
| 5Y | +16.8% | +54.9% | -38.1% | -17.5% |
| All | +16.8% | +52.7% | -35.9% | -17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling