+34.7%
NXPI vs AEM
+252.0%
-217.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +6.8% | -6.8% | +13.6% | +8.0% |
| 30D | +20.0% | +0.8% | +19.2% | +19.5% |
| 3M | +14.8% | -0.8% | +15.7% | +14.3% |
| 6M | -10.5% | -8.5% | -2.0% | -10.1% |
| YTD | +23.7% | +5.9% | +17.8% | +20.9% |
| 1Y | +34.1% | +6.6% | +27.5% | +30.7% |
| 3Y | +51.2% | +302.2% | -251.0% | +16.8% |
| All | +34.7% | +252.0% | -217.2% | +1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling