+78.0%
NXPI vs ROIV
+280.9%
-202.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.4% | +3.6% | -0.1% |
| 7D | +9.4% | +9.2% | +0.1% | +7.8% |
| 30D | +18.1% | +19.9% | -1.8% | +14.8% |
| 3M | +15.0% | +10.6% | +4.4% | +12.6% |
| 6M | -8.4% | +36.1% | -44.5% | -13.3% |
| YTD | +24.8% | +84.3% | -59.5% | +12.1% |
| 1Y | +33.3% | +87.6% | -54.3% | +19.3% |
| 3Y | +51.0% | +353.9% | -302.9% | +17.9% |
| 5Y | +34.5% | +376.1% | -341.5% | -5.6% |
| All | +78.0% | +280.9% | -202.8% | +42.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling