+215.0%
NXPI vs IRM
+524.5%
-309.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.9% | -2.7% | -1.7% |
| 7D | +9.4% | +8.6% | +0.7% | +5.3% |
| 30D | +18.1% | 0.0% | +18.1% | +18.2% |
| 3M | +15.0% | -7.1% | +22.2% | +18.8% |
| 6M | -8.4% | -7.9% | -0.6% | -5.2% |
| YTD | +24.8% | +41.3% | -16.5% | +6.0% |
| 1Y | +33.3% | +20.7% | +12.5% | +21.2% |
| 3Y | +51.0% | +112.2% | -61.2% | +3.1% |
| 5Y | +34.5% | +191.2% | -156.7% | -20.7% |
| All | +215.0% | +524.5% | -309.5% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 10y: compounded portfolio wealth divided by compounded IRM 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…
10y analysis · Full analysis span regression · 6 months rolling