+1,370.8%
AMAT vs NDAQ
+472.5%
+898.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | -0.3% |
| 7D | -2.5% | +2.9% | -5.3% | -3.9% |
| 30D | -26.5% | +17.5% | -44.0% | -33.6% |
| 3M | -28.6% | +15.4% | -44.0% | -35.0% |
| 6M | -14.2% | +24.6% | -38.9% | -27.8% |
| YTD | +45.5% | +14.4% | +31.1% | +28.2% |
| 1Y | +59.3% | +26.9% | +32.4% | +29.9% |
| 3Y | +153.1% | +119.8% | +33.3% | +33.6% |
| 5Y | +158.2% | +70.5% | +87.7% | +63.0% |
| 10Y | +1,370.8% | +475.8% | +895.0% | +312.2% |
| All | +1,370.8% | +472.5% | +898.3% | +312.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling