+17.1%
NXPI vs OVV
+160.2%
-143.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +1.7% |
| 7D | +1.9% | +0.3% | +1.6% | +1.8% |
| 30D | -1.4% | +11.7% | -13.2% | -4.5% |
| 3M | -29.1% | +9.8% | -38.8% | -31.3% |
| 6M | +6.2% | +26.6% | -20.4% | -1.7% |
| YTD | +5.9% | +67.0% | -61.2% | -10.0% |
| 1Y | +2.9% | +55.9% | -53.0% | -11.2% |
| 3Y | +14.5% | +45.5% | -31.0% | -2.4% |
| All | +17.1% | +160.2% | -143.1% | -18.6% |
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