+188.9%
AMAT vs HBM
+123.0%
+66.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.3% | +4.7% |
| 7D | -1.5% | -6.4% | +4.8% | +1.3% |
| 30D | -14.8% | +5.9% | -20.7% | -17.3% |
| 3M | -9.3% | -8.9% | -0.4% | -7.7% |
| 6M | +27.4% | +10.7% | +16.7% | +19.0% |
| YTD | +77.6% | +38.3% | +39.3% | +54.4% |
| 1Y | +188.9% | +121.3% | +67.6% | +137.5% |
| All | +188.9% | +123.0% | +66.0% | +137.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling