+7.3%
NXPI vs AMIX
-99.9%
+107.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -2.3% | +1.6% | -3.8% | -2.3% |
| 30D | -4.3% | -50.8% | +46.5% | -3.7% |
| 3M | -24.7% | -46.3% | +21.6% | -26.3% |
| 6M | +9.7% | -49.9% | +59.6% | +7.3% |
| YTD | +3.8% | -60.4% | +64.2% | +1.5% |
| 1Y | +1.6% | -81.7% | +83.3% | -0.2% |
| All | +7.3% | -99.9% | +107.2% | +1.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling