-22.1%
AMAT vs GEN
+57.0%
-79.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -0.9% | -12.6% | -13.8% |
| 7D | -24.3% | +8.5% | -32.8% | -22.4% |
| 30D | -39.8% | +34.2% | -74.0% | -34.1% |
| 3M | -40.2% | +10.0% | -50.1% | -38.4% |
| 6M | -22.1% | +56.8% | -78.9% | -16.6% |
| All | -22.1% | +57.0% | -79.1% | -16.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling