+164.0%
NXPI vs NVT
+731.8%
-567.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.6% | -0.2% | +1.6% |
| 7D | +3.9% | +4.1% | -0.2% | +1.2% |
| 30D | +1.4% | -5.1% | +6.5% | +3.9% |
| 3M | -21.5% | -1.2% | -20.4% | -22.2% |
| 6M | +19.4% | +46.6% | -27.2% | -8.8% |
| YTD | +9.9% | +60.0% | -50.0% | -21.2% |
| 1Y | +7.9% | +70.8% | -62.9% | -26.8% |
| 3Y | +22.7% | +187.5% | -164.9% | -45.7% |
| 5Y | +22.1% | +426.1% | -404.1% | -64.9% |
| All | +164.0% | +731.8% | -567.7% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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