+8.6%
NXPI vs AMRZ
-17.3%
+25.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.3% | +2.5% | -0.8% |
| 7D | +0.7% | -2.0% | +2.7% | +1.1% |
| 30D | -6.6% | -9.8% | +3.2% | -4.4% |
| 3M | -25.4% | -17.2% | -8.2% | -22.5% |
| 6M | +11.9% | -26.9% | +38.9% | +19.1% |
| YTD | +4.0% | -21.5% | +25.5% | +8.1% |
| 1Y | +1.0% | -22.9% | +23.9% | +4.4% |
| All | +8.6% | -17.3% | +25.9% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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