+2,058.7%
NXPI vs AGI
+116.3%
+1,942.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.8% |
| 7D | +6.8% | -10.1% | +16.9% | +7.6% |
| 30D | +20.0% | -6.5% | +26.6% | +20.5% |
| 3M | +14.8% | -12.8% | +27.6% | +15.8% |
| 6M | -10.5% | -34.3% | +23.8% | -7.9% |
| YTD | +23.7% | -25.6% | +49.3% | +25.6% |
| 1Y | +34.1% | -14.2% | +48.3% | +34.6% |
| 3Y | +51.2% | +127.3% | -76.0% | +40.2% |
| 5Y | +33.4% | +241.8% | -208.3% | +19.4% |
| 10Y | +209.2% | +381.8% | -172.5% | +165.6% |
| All | +2,058.7% | +116.3% | +1,942.4% | +1,705.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 all: compounded portfolio wealth divided by compounded AGI 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…
all analysis · Full analysis span regression · 6 months rolling