+212.4%
NXPI vs AG
+76.0%
+136.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.5% |
| 7D | +6.8% | -10.0% | +16.7% | +8.3% |
| 30D | +20.0% | -10.5% | +30.5% | +21.8% |
| 3M | +14.8% | -27.3% | +42.1% | +19.6% |
| 6M | -10.5% | -43.0% | +32.5% | -4.0% |
| YTD | +23.7% | -17.9% | +41.6% | +24.3% |
| 1Y | +34.1% | +11.9% | +22.1% | +28.6% |
| 3Y | +51.2% | +201.8% | -150.6% | +21.6% |
| 5Y | +33.4% | -0.1% | +33.5% | +18.9% |
| All | +212.4% | +76.0% | +136.4% | +150.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling