+2,058.7%
NXPI vs IBN
+440.6%
+1,618.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -1.0% |
| 7D | +6.8% | +1.9% | +4.9% | +6.0% |
| 30D | +20.0% | +22.1% | -2.1% | +10.5% |
| 3M | +14.8% | +17.1% | -2.3% | +7.5% |
| 6M | -10.5% | +35.5% | -46.0% | -21.2% |
| YTD | +23.7% | +16.8% | +6.9% | +15.4% |
| 1Y | +34.1% | +12.4% | +21.7% | +26.9% |
| 3Y | +51.2% | +58.0% | -6.8% | +22.9% |
| 5Y | +33.4% | +73.7% | -40.3% | +4.4% |
| 10Y | +209.2% | +385.6% | -176.3% | +49.8% |
| All | +2,058.7% | +440.6% | +1,618.2% | +689.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling