+31.9%
NXPI vs AG
+29.4%
+2.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.1% | -8.3% | -0.8% |
| 7D | +5.3% | -2.6% | +7.9% | +5.7% |
| 30D | +9.5% | -12.1% | +21.6% | +11.9% |
| 3M | +12.0% | -6.6% | +18.6% | +12.6% |
| 6M | -8.1% | -20.5% | +12.3% | -5.8% |
| YTD | +23.7% | -7.4% | +31.1% | +22.4% |
| 1Y | +31.9% | +33.4% | -1.5% | +27.2% |
| All | +31.9% | +29.4% | +2.6% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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