+203.0%
AMAT vs D
+58.5%
+144.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.2% |
| 7D | -1.5% | +1.5% | -3.0% | -1.3% |
| 30D | -14.8% | -2.6% | -12.2% | -15.2% |
| 3M | -9.3% | 0.0% | -9.3% | -9.2% |
| 6M | +27.4% | +7.4% | +20.0% | +28.9% |
| YTD | +77.6% | +15.9% | +61.7% | +81.4% |
| 1Y | +188.9% | +18.1% | +170.8% | +196.0% |
| All | +203.0% | +58.5% | +144.5% | +216.1% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling