+61.4%
AMAT vs NDAQ
+28.8%
+32.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.6% | -5.8% | -2.3% |
| 7D | -11.2% | +3.9% | -15.1% | -9.8% |
| 30D | -31.9% | +19.0% | -50.9% | -27.0% |
| 3M | -32.3% | +17.6% | -49.9% | -27.8% |
| 6M | -5.4% | +21.0% | -26.4% | +6.1% |
| YTD | +44.3% | +14.1% | +30.2% | +67.2% |
| 1Y | +61.4% | +29.4% | +31.9% | +89.8% |
| All | +61.4% | +28.8% | +32.5% | +89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 1y: compounded portfolio wealth divided by compounded NDAQ 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…
1y analysis · Full analysis span regression · 6 months rolling