+2,763.4%
AMAT vs IBB
+560.8%
+2,202.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.2% | +5.0% |
| 7D | -1.5% | +1.4% | -2.9% | -2.7% |
| 30D | -14.8% | +10.5% | -25.3% | -21.7% |
| 3M | -9.3% | +23.6% | -32.9% | -23.7% |
| 6M | +27.4% | +22.6% | +4.8% | +7.6% |
| YTD | +77.6% | +25.7% | +51.9% | +47.0% |
| 1Y | +188.9% | +51.4% | +137.6% | +106.9% |
| 3Y | +202.3% | +64.4% | +137.9% | +102.0% |
| 5Y | +248.9% | +22.1% | +226.8% | +195.5% |
| 10Y | +1,585.2% | +132.5% | +1,452.7% | +801.8% |
| All | +2,763.4% | +560.8% | +2,202.6% | +432.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling