+117.1%
AMAT vs GEN
+32.4%
+84.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -0.9% | -12.6% | -13.4% |
| 7D | -24.3% | +8.5% | -32.8% | -25.7% |
| 30D | -39.8% | +34.2% | -74.0% | -44.0% |
| 3M | -40.2% | +10.0% | -50.1% | -42.2% |
| 6M | -22.1% | +56.8% | -78.9% | -34.5% |
| YTD | +24.7% | +14.2% | +10.4% | +17.4% |
| 1Y | +33.3% | +20.8% | +12.5% | +22.4% |
| 3Y | +133.9% | +84.1% | +49.8% | +80.9% |
| 5Y | +117.1% | +37.1% | +80.0% | +84.4% |
| All | +117.1% | +32.4% | +84.7% | +84.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling