+186.7%
NXPI vs IWD
+207.5%
-20.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +1.9% | +2.1% |
| 7D | -4.4% | -0.5% | -3.9% | -3.6% |
| 30D | +5.6% | +2.7% | +2.9% | +1.9% |
| 3M | +7.6% | +0.9% | +6.7% | +6.5% |
| 6M | -17.6% | +10.5% | -28.1% | -27.9% |
| YTD | +15.9% | +23.7% | -7.8% | -13.0% |
| 1Y | +22.4% | +28.7% | -6.3% | -13.1% |
| 3Y | +43.2% | +79.7% | -36.5% | -32.8% |
| 5Y | +21.4% | +69.7% | -48.3% | -36.8% |
| All | +186.7% | +207.5% | -20.8% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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