+41.0%
NXPI vs IP
+12.9%
+28.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -4.0% | -3.8% | -6.4% |
| 7D | -8.1% | -5.0% | -3.1% | -6.5% |
| 30D | 0.0% | +6.5% | -6.5% | -2.1% |
| 3M | +6.2% | -18.0% | +24.3% | +13.2% |
| 6M | -15.7% | +10.3% | -26.0% | -19.4% |
| YTD | +14.1% | -9.9% | +24.0% | +16.1% |
| 1Y | +18.2% | -1.1% | +19.3% | +15.5% |
| All | +41.0% | +12.9% | +28.1% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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