+716.8%
AMAT vs EOSE
-58.6%
+775.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.7% | -0.4% |
| 7D | +6.9% | +15.0% | -8.0% | +5.2% |
| 30D | -10.1% | +2.5% | -12.6% | -10.7% |
| 3M | -6.0% | -33.7% | +27.7% | -2.4% |
| 6M | +38.6% | -32.7% | +71.4% | +42.0% |
| YTD | +83.1% | -63.8% | +146.9% | +96.2% |
| 1Y | +188.3% | -40.5% | +228.9% | +190.0% |
| 3Y | +225.3% | +50.4% | +175.0% | +174.2% |
| 5Y | +262.0% | -68.6% | +330.5% | +198.5% |
| All | +716.8% | -58.6% | +775.4% | +617.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded EOSE 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling