+34.7%
NXPI vs IWD
+72.9%
-38.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -1.2% |
| 7D | +6.8% | +2.3% | +4.5% | +2.7% |
| 30D | +20.0% | +3.6% | +16.5% | +13.3% |
| 3M | +14.8% | +2.2% | +12.7% | +10.9% |
| 6M | -10.5% | +13.0% | -23.4% | -26.9% |
| YTD | +23.7% | +26.5% | -2.8% | -16.3% |
| 1Y | +34.1% | +30.1% | +3.9% | -13.5% |
| 3Y | +51.2% | +84.9% | -33.6% | -42.8% |
| All | +34.7% | +72.9% | -38.2% | -41.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling