+58.5%
AMAT vs NDAQ
+26.1%
+32.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +1.3% | +10.1% | +11.8% |
| 7D | -1.1% | -0.1% | -1.0% | -1.2% |
| 30D | -26.9% | +15.9% | -42.8% | -22.6% |
| 3M | -31.2% | +15.1% | -46.3% | -27.4% |
| 6M | -14.7% | +22.9% | -37.6% | -5.3% |
| YTD | +44.7% | +12.8% | +31.9% | +67.0% |
| All | +58.5% | +26.1% | +32.4% | +81.0% |
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