+212.4%
NXPI vs IEF
+7.3%
+205.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.9% |
| 7D | +6.8% | -2.0% | +8.7% | +5.9% |
| 30D | +20.0% | +0.7% | +19.3% | +20.4% |
| 3M | +14.8% | -2.5% | +17.3% | +13.6% |
| 6M | -10.5% | -2.6% | -7.9% | -11.5% |
| YTD | +23.7% | -3.2% | +26.9% | +21.9% |
| 1Y | +34.1% | -3.0% | +37.1% | +32.2% |
| 3Y | +51.2% | +10.5% | +40.7% | +58.8% |
| 5Y | +33.4% | -8.2% | +41.6% | +10.3% |
| All | +212.4% | +7.3% | +205.1% | +214.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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