+34.7%
NXPI vs NVTS
-54.3%
+89.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.4% | +5.6% | 0.0% |
| 7D | +6.8% | +3.9% | +2.8% | +6.1% |
| 30D | +20.0% | -4.3% | +24.4% | +20.2% |
| 3M | +14.8% | -34.5% | +49.3% | +20.2% |
| 6M | -10.5% | -57.7% | +47.3% | -2.4% |
| YTD | +23.7% | +25.4% | -1.6% | +15.2% |
| 1Y | +34.1% | +13.1% | +20.9% | +26.0% |
| 3Y | +51.2% | +48.9% | +2.3% | +23.4% |
| All | +34.7% | -54.3% | +89.0% | +21.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling