+26.3%
NXPI vs AMIX
-99.9%
+126.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.8% | -6.8% | +1.9% |
| 7D | -0.5% | +11.4% | -11.9% | -0.6% |
| 30D | +15.0% | -40.5% | +55.5% | +15.5% |
| 3M | +12.6% | -80.1% | +92.6% | +14.3% |
| 6M | -10.6% | -74.8% | +64.3% | -11.8% |
| YTD | +22.1% | -84.0% | +106.1% | +20.5% |
| 1Y | +29.8% | -89.7% | +119.5% | +28.3% |
| All | +26.3% | -99.9% | +126.2% | +20.7% |
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