+51.2%
NXPI vs AMT
+16.9%
+34.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -0.7% |
| 7D | +6.8% | +1.5% | +5.3% | +6.9% |
| 30D | +20.0% | +6.8% | +13.2% | +20.9% |
| 3M | +14.8% | +11.2% | +3.6% | +16.2% |
| 6M | -10.5% | +12.5% | -22.9% | -9.1% |
| YTD | +23.7% | +12.5% | +11.2% | +25.8% |
| 1Y | +34.1% | +10.1% | +24.0% | +36.1% |
| 3Y | +51.2% | +16.0% | +35.2% | +42.6% |
| All | +51.2% | +16.9% | +34.3% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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