+247.2%
AMAT vs HBM
+349.4%
-102.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.3% | +4.6% |
| 7D | -1.5% | -6.4% | +4.8% | +0.7% |
| 30D | -14.8% | +5.9% | -20.7% | -16.7% |
| 3M | -9.3% | -8.9% | -0.4% | -7.0% |
| 6M | +27.4% | +10.7% | +16.7% | +21.5% |
| YTD | +77.6% | +38.3% | +39.3% | +56.5% |
| 1Y | +188.9% | +121.3% | +67.6% | +117.9% |
| 3Y | +202.3% | +450.6% | -248.3% | +63.8% |
| All | +247.2% | +349.4% | -102.2% | +91.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling