+1,425.2%
AMAT vs GEN
+156.5%
+1,268.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.1% | +4.0% | +5.5% |
| 7D | +7.0% | -0.8% | +7.8% | +7.2% |
| 30D | -20.6% | +31.2% | -51.8% | -27.1% |
| 3M | -24.8% | +6.1% | -30.8% | -27.3% |
| 6M | -10.7% | +38.1% | -48.8% | -22.2% |
| YTD | +54.3% | +14.4% | +39.9% | +42.3% |
| 1Y | +73.7% | +15.1% | +58.6% | +59.6% |
| 3Y | +168.4% | +68.5% | +99.9% | +112.9% |
| 5Y | +167.6% | +35.8% | +131.7% | +123.9% |
| 10Y | +1,425.2% | +155.4% | +1,269.8% | +827.8% |
| All | +1,425.2% | +156.5% | +1,268.7% | +827.8% |
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