+2,030.0%
NXPI vs AEIS
+1,195.1%
+834.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +1.4% |
| 7D | -0.5% | -6.9% | +6.4% | +2.2% |
| 30D | +15.0% | -23.2% | +38.2% | +29.0% |
| 3M | +12.6% | -29.5% | +42.0% | +30.1% |
| 6M | -10.6% | -37.9% | +27.3% | +7.9% |
| YTD | +22.1% | +6.0% | +16.1% | +6.1% |
| 1Y | +29.8% | +1.2% | +28.5% | +15.4% |
| 3Y | +47.8% | +150.0% | -102.2% | -22.9% |
| 5Y | +33.9% | +141.9% | -108.0% | -28.9% |
| 10Y | +208.7% | +356.2% | -147.4% | +4.5% |
| All | +2,030.0% | +1,195.1% | +834.9% | +228.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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