+1,714.9%
NXPI vs AU
+218.0%
+1,496.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.6% |
| 7D | +0.7% | -0.3% | +0.9% | +0.7% |
| 30D | -6.6% | +12.8% | -19.4% | -7.8% |
| 3M | -25.4% | +28.5% | -53.9% | -27.4% |
| 6M | +11.9% | +4.8% | +7.1% | +10.6% |
| YTD | +4.0% | +31.0% | -26.9% | +0.6% |
| 1Y | +1.0% | +81.4% | -80.4% | -5.4% |
| 3Y | +16.3% | +618.4% | -602.1% | -5.6% |
| 5Y | +17.7% | +686.3% | -668.6% | -6.9% |
| 10Y | +195.8% | +664.5% | -468.7% | +129.6% |
| All | +1,714.9% | +218.0% | +1,496.9% | +1,821.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling