+66.9%
AMAT vs GEN
+14.8%
+52.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.4% | -5.1% | -2.3% |
| 7D | +11.4% | +2.0% | +9.3% | +11.8% |
| 30D | -17.0% | +27.7% | -44.8% | -12.9% |
| 3M | -30.6% | +3.3% | -33.9% | -29.8% |
| 6M | -14.9% | +31.8% | -46.8% | -12.2% |
| YTD | +44.7% | +13.5% | +31.2% | +46.7% |
| 1Y | +66.9% | +16.0% | +50.8% | +69.1% |
| All | +66.9% | +14.8% | +52.1% | +69.1% |
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