+137,736.4%
AMAT vs EQT
+3,007.4%
+134,729.0%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.8% | +5.1% | +4.5% |
| 7D | -1.5% | +1.1% | -2.6% | -1.8% |
| 30D | -14.8% | +7.7% | -22.5% | -16.6% |
| 3M | -9.3% | +0.2% | -9.5% | -9.8% |
| 6M | +27.4% | -9.5% | +36.9% | +29.6% |
| YTD | +77.6% | +3.8% | +73.7% | +73.7% |
| 1Y | +188.9% | +7.8% | +181.2% | +178.9% |
| 3Y | +202.3% | +30.1% | +172.1% | +170.9% |
| 5Y | +248.9% | +188.6% | +60.3% | +139.3% |
| 10Y | +1,585.2% | +54.6% | +1,530.6% | +1,077.5% |
| All | +137,736.4% | +3,007.4% | +134,729.0% | +34,269.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling