+34.5%
NXPI vs OVV
+101.5%
-67.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -3.1% | -1.4% |
| 7D | +9.4% | +6.5% | +2.8% | +7.6% |
| 30D | +18.1% | -2.7% | +20.8% | +18.6% |
| 3M | +15.0% | +3.1% | +11.9% | +13.5% |
| 6M | -8.4% | +12.8% | -21.2% | -12.6% |
| YTD | +24.8% | +68.1% | -43.4% | +5.1% |
| 1Y | +33.3% | +73.6% | -40.4% | +10.9% |
| 3Y | +51.0% | +57.6% | -6.6% | +25.8% |
| 5Y | +34.5% | +104.5% | -70.0% | +0.9% |
| All | +34.5% | +101.5% | -67.0% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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