+137,736.4%
AMAT vs GEN
+8,838.9%
+128,897.6%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.2% | +6.5% | +5.0% |
| 7D | -1.5% | -1.2% | -0.3% | -1.2% |
| 30D | -14.8% | +10.1% | -24.9% | -17.6% |
| 3M | -9.3% | +16.1% | -25.4% | -14.8% |
| 6M | +27.4% | +38.9% | -11.5% | +11.6% |
| YTD | +77.6% | +14.4% | +63.1% | +65.1% |
| 1Y | +188.9% | +5.9% | +183.1% | +175.1% |
| 3Y | +202.3% | +58.8% | +143.5% | +148.9% |
| 5Y | +248.9% | +24.7% | +224.2% | +205.1% |
| 10Y | +1,585.2% | +163.1% | +1,422.1% | +980.5% |
| All | +137,736.4% | +8,838.9% | +128,897.6% | +19,522.7% |
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