+17.4%
NXPI vs IEFA
+64.1%
-46.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +2.7% |
| 7D | +0.7% | -2.4% | +3.1% | +4.2% |
| 30D | -4.2% | -2.1% | -2.1% | -1.3% |
| 3M | -20.4% | +5.5% | -26.0% | -26.0% |
| 6M | +12.5% | +8.1% | +4.4% | +0.7% |
| YTD | +5.2% | +11.9% | -6.7% | -11.0% |
| 1Y | +5.1% | +18.1% | -13.0% | -18.0% |
| All | +17.4% | +64.1% | -46.6% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 IEFA 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