+96,674.4%
AMAT vs GEN
+8,824.3%
+87,850.1%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -0.9% | -12.6% | -13.3% |
| 7D | -24.3% | +8.5% | -32.8% | -26.4% |
| 30D | -39.8% | +34.2% | -74.0% | -45.7% |
| 3M | -40.2% | +10.0% | -50.1% | -43.2% |
| 6M | -22.1% | +56.8% | -78.9% | -35.3% |
| YTD | +24.7% | +14.2% | +10.4% | +13.8% |
| 1Y | +33.3% | +20.8% | +12.5% | +19.3% |
| 3Y | +133.9% | +84.1% | +49.8% | +80.2% |
| 5Y | +117.1% | +37.1% | +80.0% | +80.7% |
| 10Y | +1,158.7% | +171.5% | +987.2% | +684.8% |
| All | +96,674.4% | +8,824.3% | +87,850.1% | +13,425.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling