+34.7%
NXPI vs ROIV
+380.3%
-345.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.3% | -0.6% |
| 7D | +6.8% | +1.7% | +5.1% | +6.5% |
| 30D | +20.0% | +17.6% | +2.5% | +16.8% |
| 3M | +14.8% | +9.0% | +5.9% | +12.5% |
| 6M | -10.5% | +35.3% | -45.7% | -15.6% |
| YTD | +23.7% | +82.2% | -58.4% | +10.3% |
| 1Y | +34.1% | +92.3% | -58.2% | +18.2% |
| 3Y | +51.2% | +336.8% | -285.6% | +15.9% |
| All | +34.7% | +380.3% | -345.6% | -9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling