+197.1%
NXPI vs NVT
+488.5%
-291.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.4% |
| 7D | +6.8% | +8.0% | -1.2% | +1.9% |
| 30D | +20.0% | -24.8% | +44.8% | +38.3% |
| 3M | +14.8% | -32.4% | +47.2% | +39.6% |
| 6M | -10.5% | -33.5% | +23.0% | +9.0% |
| YTD | +23.7% | +13.2% | +10.5% | +5.6% |
| 1Y | +34.1% | +9.0% | +25.1% | +16.5% |
| 3Y | +51.2% | +129.4% | -78.2% | -26.3% |
| 5Y | +33.4% | +230.1% | -196.7% | -50.5% |
| All | +197.1% | +488.5% | -291.3% | -29.5% |
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