+2,058.7%
NXPI vs IVZ
+180.3%
+1,878.5%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.2% | -2.2% |
| 7D | +6.8% | +7.6% | -0.8% | +2.1% |
| 30D | +20.0% | +4.3% | +15.7% | +17.0% |
| 3M | +14.8% | -9.3% | +24.2% | +21.5% |
| 6M | -10.5% | +5.2% | -15.7% | -13.7% |
| YTD | +23.7% | +13.4% | +10.3% | +12.7% |
| 1Y | +34.1% | +25.4% | +8.7% | +14.7% |
| 3Y | +51.2% | +152.5% | -101.3% | -18.1% |
| 5Y | +33.4% | +36.7% | -3.3% | +1.4% |
| 10Y | +209.2% | +45.0% | +164.3% | +97.6% |
| All | +2,058.7% | +180.3% | +1,878.5% | +654.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling