+188.9%
AMAT vs EQT
+7.9%
+181.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.8% | +5.1% | +4.3% |
| 7D | -1.5% | +1.1% | -2.6% | -1.5% |
| 30D | -14.8% | +7.7% | -22.5% | -14.9% |
| 3M | -9.3% | +0.2% | -9.5% | -8.5% |
| 6M | +27.4% | -9.5% | +36.9% | +30.5% |
| YTD | +77.6% | +3.8% | +73.7% | +76.6% |
| 1Y | +188.9% | +7.8% | +181.2% | +188.0% |
| All | +188.9% | +7.9% | +181.1% | +188.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 1y: compounded portfolio wealth divided by compounded EQT 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…
1y analysis · Full analysis span regression · 6 months rolling