+31.9%
NXPI vs AEM
+17.3%
+14.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.7% | -8.8% | -1.5% |
| 7D | +5.3% | +0.2% | +5.1% | +5.1% |
| 30D | +9.5% | +0.1% | +9.5% | +9.2% |
| 3M | +12.0% | +22.1% | -10.0% | +5.2% |
| 6M | -8.1% | +2.4% | -10.6% | -10.1% |
| YTD | +23.7% | +8.9% | +14.8% | +17.9% |
| 1Y | +31.9% | +18.7% | +13.2% | +23.0% |
| All | +31.9% | +17.3% | +14.6% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 1y: compounded portfolio wealth divided by compounded AEM 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…
1y analysis · Full analysis span regression · 6 months rolling