+913.0%
AMAT vs DOW
-10.0%
+923.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.1% | -0.2% |
| 7D | -2.5% | -6.8% | +4.4% | +0.5% |
| 30D | -26.5% | +10.8% | -37.3% | -30.1% |
| 3M | -28.6% | +4.1% | -32.7% | -30.6% |
| 6M | -14.2% | -12.7% | -1.5% | -11.2% |
| YTD | +45.5% | +39.2% | +6.3% | +13.2% |
| 1Y | +59.3% | +49.5% | +9.9% | +18.7% |
| 3Y | +153.1% | -24.4% | +177.5% | +162.7% |
| 5Y | +158.2% | -29.6% | +187.7% | +178.5% |
| All | +913.0% | -10.0% | +923.0% | +688.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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