+153.3%
AMAT vs EQT
+39.3%
+114.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -2.9% |
| 7D | +11.4% | +6.9% | +4.5% | +9.9% |
| 30D | -17.0% | +0.4% | -17.5% | -17.2% |
| 3M | -30.6% | -2.0% | -28.6% | -30.5% |
| 6M | -14.9% | -5.0% | -10.0% | -14.5% |
| YTD | +44.7% | -0.3% | +45.0% | +42.8% |
| 1Y | +66.9% | -11.3% | +78.2% | +70.0% |
| 3Y | +153.3% | +38.3% | +115.0% | +123.7% |
| All | +153.3% | +39.3% | +114.0% | +123.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling