+25.1%
NXPI vs NVTS
-20.2%
+45.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.9% | +5.3% | +1.9% |
| 7D | +0.7% | +0.5% | +0.2% | +0.6% |
| 30D | -4.2% | -18.0% | +13.8% | -2.0% |
| 3M | -20.4% | -45.6% | +25.2% | -15.0% |
| 6M | +12.5% | +28.5% | -16.0% | +6.0% |
| YTD | +5.2% | +56.2% | -50.9% | -4.2% |
| 1Y | +5.1% | +97.7% | -92.6% | -9.2% |
| 3Y | +17.7% | +35.0% | -17.3% | +1.5% |
| All | +25.1% | -20.2% | +45.4% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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