+30.1%
NXPI vs AMIX
-100.0%
+130.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -20.0% | +23.0% | +3.2% |
| 7D | +1.7% | -8.1% | +9.8% | +1.7% |
| 30D | +19.7% | -52.3% | +71.9% | +20.5% |
| 3M | +14.5% | -83.8% | +98.3% | +16.5% |
| 6M | -11.2% | -79.0% | +67.7% | -12.3% |
| YTD | +25.8% | -87.2% | +113.0% | +24.4% |
| 1Y | +35.2% | -91.7% | +126.9% | +33.9% |
| All | +30.1% | -100.0% | +130.0% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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