+247.2%
AMAT vs DOW
-37.6%
+284.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -3.0% | +7.3% | +5.4% |
| 7D | -1.5% | -2.4% | +0.9% | -0.8% |
| 30D | -14.8% | +0.4% | -15.2% | -15.3% |
| 3M | -9.3% | -14.4% | +5.1% | -4.9% |
| 6M | +27.4% | -7.0% | +34.4% | +24.5% |
| YTD | +77.6% | +30.2% | +47.4% | +43.7% |
| 1Y | +188.9% | +29.2% | +159.7% | +131.6% |
| 3Y | +202.3% | -36.7% | +239.0% | +265.4% |
| All | +247.2% | -37.6% | +284.8% | +322.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling