+51.2%
NXPI vs IEF
+10.9%
+40.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | +6.8% | -2.0% | +8.7% | +6.8% |
| 30D | +20.0% | +0.7% | +19.3% | +19.9% |
| 3M | +14.8% | -2.5% | +17.3% | +14.7% |
| 6M | -10.5% | -2.6% | -7.9% | -10.6% |
| YTD | +23.7% | -3.2% | +26.9% | +23.4% |
| 1Y | +34.1% | -3.0% | +37.1% | +33.7% |
| 3Y | +51.2% | +10.5% | +40.7% | +46.1% |
| All | +51.2% | +10.9% | +40.3% | +46.1% |
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