+79.5%
NXPI vs ROIV
+298.6%
-219.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.6% | +1.4% | +2.8% |
| 7D | +1.7% | +9.5% | -7.8% | +0.3% |
| 30D | +19.7% | +21.0% | -1.3% | +16.2% |
| 3M | +14.5% | +18.7% | -4.2% | +10.9% |
| 6M | -11.2% | +44.5% | -55.7% | -16.7% |
| YTD | +25.8% | +92.9% | -67.1% | +12.2% |
| 1Y | +35.2% | +100.2% | -65.0% | +19.8% |
| 3Y | +52.3% | +375.0% | -322.8% | +18.1% |
| 5Y | +34.8% | +435.2% | -400.3% | -6.3% |
| All | +79.5% | +298.6% | -219.1% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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