+15.8%
NXPI vs ROIV
+200.3%
-184.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +0.9% |
| 7D | +1.9% | +0.6% | +1.3% | +1.7% |
| 30D | -1.4% | +1.0% | -2.4% | -1.8% |
| 3M | -29.1% | +18.3% | -47.3% | -32.0% |
| 6M | +6.2% | +18.3% | -12.1% | +1.3% |
| YTD | +5.9% | +61.0% | -55.1% | -7.3% |
| 1Y | +2.9% | +177.9% | -175.0% | -23.6% |
| All | +15.8% | +200.3% | -184.5% | -20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling