+1,111.0%
AMAT vs ACWI
+219.2%
+891.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -3.8% | -9.8% | -6.6% |
| 7D | -24.3% | -4.0% | -20.3% | -17.8% |
| 30D | -39.8% | -5.8% | -34.0% | -32.2% |
| 3M | -40.2% | -5.0% | -35.2% | -33.6% |
| 6M | -22.1% | +0.7% | -22.8% | -20.3% |
| YTD | +24.7% | +8.4% | +16.2% | +13.3% |
| 1Y | +33.3% | +10.1% | +23.2% | +18.3% |
| 3Y | +133.9% | +70.8% | +63.1% | +1.2% |
| 5Y | +117.1% | +55.4% | +61.7% | +16.1% |
| All | +1,111.0% | +219.2% | +891.9% | +126.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 10y: compounded portfolio wealth divided by compounded ACWI 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…
10y analysis · Full analysis span regression · 6 months rolling