+31.9%
NXPI vs IVZ
+30.5%
+1.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.3% | -1.2% |
| 7D | +5.3% | +2.6% | +2.6% | +4.0% |
| 30D | +9.5% | -3.5% | +13.0% | +11.2% |
| 3M | +12.0% | -7.4% | +19.4% | +15.8% |
| 6M | -8.1% | +14.7% | -22.8% | -13.1% |
| YTD | +23.7% | +14.6% | +9.1% | +16.1% |
| 1Y | +31.9% | +30.7% | +1.2% | +18.8% |
| All | +31.9% | +30.5% | +1.4% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling