+23.8%
NXPI vs AMIX
-99.9%
+123.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +11.8% | -8.6% | +3.2% |
| 7D | -0.3% | +1.2% | -1.5% | -0.3% |
| 30D | +12.7% | -45.3% | +58.0% | +13.4% |
| 3M | +7.5% | -83.1% | +90.5% | +9.3% |
| 6M | -12.3% | -76.9% | +64.6% | -13.5% |
| YTD | +19.7% | -85.3% | +105.0% | +18.3% |
| 1Y | +27.6% | -89.8% | +117.4% | +26.1% |
| All | +23.8% | -99.9% | +123.7% | +18.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling