+112,209.8%
AMAT vs EQT
+2,883.8%
+109,326.0%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -3.0% |
| 7D | +11.4% | +6.9% | +4.5% | +9.5% |
| 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% | -14.6% |
| YTD | +44.7% | -0.3% | +45.0% | +42.7% |
| 1Y | +66.9% | -11.3% | +78.2% | +69.6% |
| 3Y | +153.3% | +38.3% | +115.0% | +123.5% |
| 5Y | +146.2% | +166.4% | -20.1% | +73.6% |
| 10Y | +1,330.3% | +62.2% | +1,268.1% | +879.7% |
| All | +112,209.8% | +2,883.8% | +109,326.0% | +28,145.8% |
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 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