+61.4%
AMAT vs GEN
+20.2%
+41.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.0% | -7.2% | -2.5% |
| 7D | -11.2% | +26.9% | -38.1% | -7.1% |
| 30D | -31.9% | +38.6% | -70.5% | -27.4% |
| 3M | -32.3% | +9.7% | -42.1% | -30.8% |
| 6M | -5.4% | +58.9% | -64.3% | -4.0% |
| YTD | +44.3% | +15.3% | +28.9% | +46.6% |
| 1Y | +61.4% | +21.8% | +39.6% | +64.6% |
| All | +61.4% | +20.2% | +41.2% | +64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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