+1,616.4%
AMAT vs GEN
+159.8%
+1,456.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | +0.2% |
| 7D | +0.4% | -1.3% | +1.7% | +0.7% |
| 30D | -16.6% | +6.1% | -22.8% | -18.4% |
| 3M | -17.3% | +27.0% | -44.3% | -24.5% |
| 6M | +30.3% | +43.9% | -13.5% | +12.6% |
| YTD | +78.3% | +13.0% | +65.3% | +67.0% |
| 1Y | +169.8% | +4.0% | +165.7% | +160.0% |
| 3Y | +218.5% | +66.2% | +152.3% | +156.5% |
| 5Y | +247.7% | +23.2% | +224.5% | +203.9% |
| All | +1,616.4% | +159.8% | +1,456.6% | +951.7% |
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