+15.8%
NXPI vs IEF
+10.0%
+5.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | 0.0% | -0.2% |
| 7D | -2.3% | -0.3% | -2.0% | -2.2% |
| 30D | -4.3% | -0.6% | -3.8% | -4.3% |
| 3M | -24.7% | -1.0% | -23.7% | -24.6% |
| 6M | +9.7% | -3.1% | +12.8% | +9.7% |
| YTD | +3.8% | -1.9% | +5.6% | +3.8% |
| 1Y | +1.6% | -1.4% | +3.0% | +1.7% |
| All | +15.8% | +10.0% | +5.8% | +7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling