+34.7%
NXPI vs NVT
+226.5%
-191.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.5% |
| 7D | +6.8% | +8.0% | -1.2% | +2.4% |
| 30D | +20.0% | -24.8% | +44.8% | +36.7% |
| 3M | +14.8% | -32.4% | +47.2% | +37.5% |
| 6M | -10.5% | -33.5% | +23.0% | +7.6% |
| YTD | +23.7% | +13.2% | +10.5% | +6.6% |
| 1Y | +34.1% | +9.0% | +25.1% | +17.5% |
| 3Y | +51.2% | +129.4% | -78.2% | -29.1% |
| All | +34.7% | +226.5% | -191.8% | -56.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling