+142.7%
AMAT vs HBM
+348.5%
-205.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.6% | +3.6% |
| 7D | -14.7% | -3.6% | -11.1% | -13.2% |
| 30D | -36.1% | -19.2% | -16.9% | -30.2% |
| 3M | -36.9% | -20.5% | -16.4% | -30.9% |
| 6M | -22.2% | -12.8% | -9.4% | -18.2% |
| YTD | +29.9% | +5.4% | +24.5% | +26.1% |
| 1Y | +43.3% | +33.0% | +10.3% | +28.1% |
| 3Y | +142.7% | +357.3% | -214.7% | +50.2% |
| All | +142.7% | +348.5% | -205.9% | +50.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling