+15.8%
NXPI vs IWD
+70.7%
-54.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +1.9% | +2.5% |
| 7D | +1.9% | -0.3% | +2.2% | +2.4% |
| 30D | -1.4% | +0.6% | -2.0% | -2.7% |
| 3M | -29.1% | +7.2% | -36.3% | -37.8% |
| 6M | +6.2% | +16.2% | -10.0% | -19.4% |
| YTD | +5.9% | +23.3% | -17.5% | -28.0% |
| 1Y | +2.9% | +29.6% | -26.7% | -35.9% |
| All | +15.8% | +70.7% | -54.8% | -53.3% |
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 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