+223.9%
NXPI vs TRV
+306.9%
-83.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.1% | +2.4% | +3.5% |
| 7D | +3.9% | +1.9% | +1.9% | +3.0% |
| 30D | +1.4% | +1.7% | -0.3% | +0.5% |
| 3M | -21.5% | +23.9% | -45.4% | -29.7% |
| 6M | +19.4% | +26.3% | -6.9% | +5.3% |
| YTD | +9.9% | +30.8% | -20.9% | -5.0% |
| 1Y | +7.9% | +36.3% | -28.4% | -9.0% |
| 3Y | +22.7% | +145.0% | -122.3% | -27.6% |
| 5Y | +22.1% | +163.9% | -141.8% | -33.1% |
| All | +223.9% | +306.9% | -83.0% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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