+974.4%
AMAT vs DOW
-6.9%
+981.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.4% | +2.7% | +4.6% |
| 7D | +7.0% | -0.5% | +7.4% | +7.2% |
| 30D | -20.6% | +15.7% | -36.3% | -25.8% |
| 3M | -24.8% | +5.3% | -30.1% | -27.2% |
| 6M | -10.7% | -14.2% | +3.5% | -6.6% |
| YTD | +54.3% | +43.9% | +10.4% | +18.4% |
| 1Y | +73.7% | +53.1% | +20.7% | +28.3% |
| 3Y | +168.4% | -21.8% | +190.2% | +174.8% |
| 5Y | +167.6% | -28.3% | +195.9% | +187.1% |
| All | +974.4% | -6.9% | +981.3% | +725.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling