+193.4%
AMAT vs INCY
+43.8%
+149.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.9% | +5.8% | +4.1% |
| 7D | +7.0% | -0.5% | +7.5% | +7.0% |
| 30D | -12.2% | +3.2% | -15.4% | -12.4% |
| 3M | -3.8% | +23.6% | -27.4% | -8.2% |
| 6M | +45.9% | +29.7% | +16.3% | +36.6% |
| YTD | +84.6% | +25.9% | +58.7% | +75.1% |
| 1Y | +193.4% | +43.7% | +149.7% | +164.5% |
| All | +193.4% | +43.8% | +149.5% | +164.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded INCY 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling