+208.7%
NXPI vs AG
+64.1%
+144.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.9% | +7.9% | +2.9% |
| 7D | -0.5% | +6.0% | -6.4% | -1.4% |
| 30D | +15.0% | -13.5% | +28.5% | +17.2% |
| 3M | +12.6% | -20.7% | +33.2% | +15.8% |
| 6M | -10.6% | -31.5% | +21.0% | -6.5% |
| YTD | +22.1% | -10.1% | +32.2% | +21.1% |
| 1Y | +29.8% | +26.0% | +3.8% | +22.4% |
| 3Y | +47.8% | +228.9% | -181.1% | +17.6% |
| 5Y | +33.9% | +8.7% | +25.2% | +17.9% |
| 10Y | +208.7% | +71.9% | +136.8% | +144.8% |
| All | +208.7% | +64.1% | +144.7% | +144.8% |
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