+66.0%
AMAT vs HBM
+31.2%
+34.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -2.8% |
| 7D | +19.3% | +5.1% | +14.3% | +16.5% |
| 30D | -17.9% | -15.8% | -2.1% | -10.4% |
| 3M | -30.4% | -22.4% | -8.0% | -21.6% |
| 6M | -11.4% | -20.2% | +8.8% | -3.1% |
| YTD | +48.8% | +9.0% | +39.8% | +42.8% |
| 1Y | +66.0% | +27.4% | +38.7% | +48.0% |
| All | +66.0% | +31.2% | +34.8% | +48.0% |
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