+27.4%
AMAT vs GEN
+37.7%
-10.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.2% | +6.5% | +3.7% |
| 7D | -1.5% | -1.2% | -0.3% | -1.8% |
| 30D | -14.8% | +10.1% | -24.9% | -12.2% |
| 3M | -9.3% | +16.1% | -25.4% | -2.5% |
| 6M | +27.4% | +38.9% | -11.5% | +37.5% |
| All | +27.4% | +37.7% | -10.3% | +37.5% |
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