+34.7%
NXPI vs AIG
+59.1%
-24.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -1.0% |
| 7D | +6.8% | +6.6% | +0.2% | +3.9% |
| 30D | +20.0% | +7.0% | +13.0% | +16.5% |
| 3M | +14.8% | +9.7% | +5.1% | +10.0% |
| 6M | -10.5% | +10.8% | -21.3% | -15.3% |
| YTD | +23.7% | -1.3% | +25.0% | +22.8% |
| 1Y | +34.1% | +8.4% | +25.7% | +26.4% |
| 3Y | +51.2% | +39.0% | +12.2% | +23.4% |
| All | +34.7% | +59.1% | -24.4% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 5y: compounded portfolio wealth divided by compounded AIG 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…
5y analysis · Full analysis span regression · 6 months rolling