+28.0%
NXPI vs AMIX
-100.0%
+127.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -0.8% |
| 7D | +6.8% | -9.9% | +16.6% | +6.8% |
| 30D | +20.0% | -52.8% | +72.8% | +20.9% |
| 3M | +14.8% | -80.0% | +94.9% | +16.6% |
| 6M | -10.5% | -80.2% | +69.8% | -11.5% |
| YTD | +23.7% | -88.1% | +111.9% | +22.5% |
| 1Y | +34.1% | -91.1% | +125.1% | +32.7% |
| All | +28.0% | -100.0% | +127.9% | +22.7% |
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