+52.5%
NXPI vs ROIV
+362.8%
-310.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.4% | +3.6% | +0.5% |
| 7D | +9.4% | +9.2% | +0.1% | +6.6% |
| 30D | +18.1% | +19.9% | -1.8% | +12.1% |
| 3M | +15.0% | +10.6% | +4.4% | +10.5% |
| 6M | -8.4% | +36.1% | -44.5% | -18.1% |
| YTD | +24.8% | +84.3% | -59.5% | -0.9% |
| 1Y | +33.3% | +87.6% | -54.3% | +4.7% |
| All | +52.5% | +362.8% | -310.4% | -16.8% |
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