+188.3%
AMAT vs EQT
+8.8%
+179.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.9% |
| 7D | +6.9% | -2.0% | +8.9% | +6.9% |
| 30D | -10.1% | +1.0% | -11.1% | -10.1% |
| 3M | -6.0% | +4.0% | -10.0% | -5.8% |
| 6M | +38.6% | -11.7% | +50.3% | +42.4% |
| YTD | +83.1% | +2.8% | +80.3% | +82.1% |
| 1Y | +188.3% | +10.0% | +178.3% | +184.8% |
| All | +188.3% | +8.8% | +179.5% | +184.8% |
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