+34.1%
NXPI vs AG
+7.9%
+26.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.3% |
| 7D | +6.8% | -10.0% | +16.7% | +8.9% |
| 30D | +20.0% | -10.5% | +30.5% | +22.4% |
| 3M | +14.8% | -27.3% | +42.1% | +21.2% |
| 6M | -10.5% | -43.0% | +32.5% | -3.5% |
| YTD | +23.7% | -17.9% | +41.6% | +23.2% |
| 1Y | +34.1% | +11.9% | +22.1% | +27.8% |
| All | +34.1% | +7.9% | +26.2% | +27.8% |
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 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