+22.0%
NXPI vs IP
-12.0%
+34.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | +1.2% |
| 7D | -4.4% | -5.1% | +0.7% | -2.2% |
| 30D | +5.6% | +8.5% | -3.0% | +1.9% |
| 3M | +7.6% | -13.8% | +21.4% | +14.3% |
| 6M | -17.6% | +5.7% | -23.3% | -20.8% |
| YTD | +15.9% | -9.1% | +25.0% | +17.3% |
| 1Y | +22.4% | -0.8% | +23.2% | +18.2% |
| 3Y | +43.2% | +14.8% | +28.4% | +20.5% |
| All | +22.0% | -12.0% | +34.0% | +16.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling