+1,362.0%
AMAT vs NDAQ
+472.7%
+889.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.6% | -3.0% |
| 7D | +19.3% | +1.7% | +17.6% | +18.2% |
| 30D | -17.9% | +16.2% | -34.2% | -25.4% |
| 3M | -30.4% | +14.0% | -44.4% | -36.2% |
| 6M | -11.4% | +22.3% | -33.7% | -24.5% |
| YTD | +48.8% | +13.0% | +35.8% | +32.0% |
| 1Y | +66.0% | +24.0% | +42.0% | +37.4% |
| 3Y | +158.8% | +117.1% | +41.7% | +37.4% |
| 5Y | +153.2% | +67.5% | +85.6% | +61.5% |
| All | +1,362.0% | +472.7% | +889.3% | +297.7% |
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