+43.2%
NXPI vs AMT
+10.5%
+32.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.7% | +4.3% | +1.3% |
| 7D | -4.4% | +0.5% | -4.9% | -4.3% |
| 30D | +5.6% | +13.6% | -8.0% | +7.0% |
| 3M | +7.6% | +11.5% | -3.9% | +8.9% |
| 6M | -17.6% | +6.9% | -24.5% | -16.7% |
| YTD | +15.9% | +10.8% | +5.1% | +17.6% |
| 1Y | +22.4% | +10.3% | +12.1% | +24.2% |
| 3Y | +43.2% | +12.4% | +30.8% | +30.9% |
| All | +43.2% | +10.5% | +32.7% | +30.9% |
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