+34.8%
NXPI vs AMC
-99.1%
+133.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.2% | +4.2% | +3.1% |
| 7D | +1.7% | -2.8% | +4.5% | +1.9% |
| 30D | +19.7% | +14.0% | +5.7% | +18.5% |
| 3M | +14.5% | +42.5% | -28.0% | +11.4% |
| 6M | -11.2% | +142.6% | -153.8% | -18.2% |
| YTD | +25.8% | +119.2% | -93.4% | +15.9% |
| 1Y | +35.2% | +40.7% | -5.5% | +28.8% |
| 3Y | +52.3% | -57.3% | +109.6% | +52.8% |
| 5Y | +34.8% | -99.1% | +134.0% | +66.0% |
| All | +34.8% | -99.1% | +133.9% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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