+142.7%
AMAT vs C
+205.7%
-63.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.7% | +3.9% |
| 7D | -14.7% | -2.4% | -12.3% | -13.0% |
| 30D | -36.1% | -6.0% | -30.1% | -33.0% |
| 3M | -36.9% | -10.5% | -26.3% | -31.8% |
| 6M | -22.2% | -5.7% | -16.5% | -18.3% |
| YTD | +29.9% | +4.1% | +25.8% | +27.6% |
| 1Y | +43.3% | +20.5% | +22.8% | +28.8% |
| 3Y | +142.7% | +208.1% | -65.5% | +44.9% |
| All | +142.7% | +205.7% | -63.1% | +44.9% |
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