+52.5%
NXPI vs IWD
+84.7%
-32.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | 0.0% |
| 7D | +9.4% | +1.7% | +7.7% | +5.9% |
| 30D | +18.1% | +3.2% | +14.9% | +11.5% |
| 3M | +15.0% | +2.3% | +12.7% | +10.4% |
| 6M | -8.4% | +12.9% | -21.4% | -27.2% |
| YTD | +24.8% | +26.2% | -1.5% | -19.3% |
| 1Y | +33.3% | +28.3% | +5.0% | -16.3% |
| All | +52.5% | +84.7% | -32.2% | -47.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling