+1,315.3%
AMAT vs IBB
+139.6%
+1,175.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.8% | +8.6% | +8.7% |
| 7D | -1.1% | +2.7% | -3.8% | -3.0% |
| 30D | -26.9% | +6.3% | -33.3% | -30.6% |
| 3M | -31.2% | +11.1% | -42.3% | -38.2% |
| 6M | -14.7% | +29.2% | -43.9% | -34.2% |
| YTD | +44.7% | +30.2% | +14.5% | +10.5% |
| 1Y | +62.0% | +39.5% | +22.5% | +15.4% |
| 3Y | +165.0% | +92.3% | +72.6% | +36.0% |
| 5Y | +147.1% | +43.0% | +104.1% | +70.6% |
| 10Y | +1,315.3% | +137.1% | +1,178.2% | +538.2% |
| All | +1,315.3% | +139.6% | +1,175.7% | +538.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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