+1,162.1%
AMAT vs GEN
+157.3%
+1,004.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.6% | +6.9% | +5.0% |
| 7D | -14.7% | +2.3% | -17.0% | -15.3% |
| 30D | -36.1% | +33.1% | -69.1% | -41.6% |
| 3M | -36.9% | +6.5% | -43.3% | -39.1% |
| 6M | -22.2% | +53.8% | -76.0% | -35.0% |
| YTD | +29.9% | +11.2% | +18.7% | +20.7% |
| 1Y | +43.3% | +19.4% | +23.9% | +29.5% |
| 3Y | +142.7% | +81.0% | +61.6% | +87.1% |
| 5Y | +126.2% | +33.4% | +92.8% | +89.9% |
| All | +1,162.1% | +157.3% | +1,004.8% | +675.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling