+1,370.8%
AMAT vs GWW
+663.6%
+707.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | -0.4% |
| 7D | -2.5% | +5.5% | -8.0% | -5.3% |
| 30D | -26.5% | +14.4% | -40.9% | -31.8% |
| 3M | -28.6% | +13.7% | -42.3% | -33.6% |
| 6M | -14.2% | +20.1% | -34.3% | -22.7% |
| YTD | +45.5% | +47.1% | -1.6% | +16.9% |
| 1Y | +59.3% | +56.2% | +3.1% | +23.8% |
| 3Y | +153.1% | +90.5% | +62.6% | +74.6% |
| 5Y | +158.2% | +221.2% | -63.1% | +33.0% |
| 10Y | +1,370.8% | +648.4% | +722.4% | +512.4% |
| All | +1,370.8% | +663.6% | +707.2% | +512.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 10y: compounded portfolio wealth divided by compounded GWW 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…
10y analysis · Full analysis span regression · 6 months rolling