+203.0%
AMAT vs C
+263.5%
-60.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.3% | +4.6% | +4.5% |
| 7D | -1.5% | +3.6% | -5.1% | -3.9% |
| 30D | -14.8% | +0.1% | -14.9% | -15.0% |
| 3M | -9.3% | +2.4% | -11.7% | -10.4% |
| 6M | +27.4% | +24.9% | +2.5% | +11.4% |
| YTD | +77.6% | +19.8% | +57.8% | +58.3% |
| 1Y | +188.9% | +44.9% | +144.1% | +129.2% |
| All | +203.0% | +263.5% | -60.5% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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