+20.6%
NXPI vs AU
+686.2%
-665.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.5% | +4.0% | +4.4% |
| 7D | +3.9% | -4.3% | +8.1% | +4.4% |
| 30D | +1.4% | +7.3% | -5.9% | +0.2% |
| 3M | -21.5% | +26.3% | -47.9% | -24.2% |
| 6M | +19.4% | +1.8% | +17.6% | +17.8% |
| YTD | +9.9% | +26.8% | -16.9% | +5.7% |
| 1Y | +7.9% | +66.7% | -58.8% | +0.5% |
| 3Y | +22.7% | +579.1% | -556.4% | -5.5% |
| All | +20.6% | +686.2% | -665.7% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 5y: compounded portfolio wealth divided by compounded AU 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…
5y analysis · Full analysis span regression · 6 months rolling