+2,030.0%
NXPI vs IWD
+542.7%
+1,487.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -0.5% | +1.6% | -2.0% | -2.7% |
| 30D | +15.0% | +3.6% | +11.4% | +9.3% |
| 3M | +12.6% | +2.0% | +10.5% | +9.4% |
| 6M | -10.6% | +13.1% | -23.6% | -25.1% |
| YTD | +22.1% | +26.2% | -4.1% | -12.9% |
| 1Y | +29.8% | +29.6% | +0.2% | -10.9% |
| 3Y | +47.8% | +84.3% | -36.6% | -37.5% |
| 5Y | +33.9% | +73.4% | -39.6% | -36.3% |
| 10Y | +208.7% | +202.4% | +6.3% | -35.2% |
| All | +2,030.0% | +542.7% | +1,487.3% | +32.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling