+43.2%
NXPI vs AR
+19.9%
+23.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.7% |
| 7D | -4.4% | -14.3% | +9.9% | -2.0% |
| 30D | +5.6% | +1.4% | +4.1% | +5.1% |
| 3M | +7.6% | +3.4% | +4.2% | +6.6% |
| 6M | -17.6% | -2.1% | -15.5% | -17.8% |
| YTD | +15.9% | +4.7% | +11.2% | +12.1% |
| 1Y | +22.4% | +10.6% | +11.8% | +16.0% |
| 3Y | +43.2% | +24.6% | +18.6% | +31.3% |
| All | +43.2% | +19.9% | +23.3% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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