+43.3%
AMAT vs NDAQ
+27.2%
+16.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +4.3% |
| 7D | -14.7% | +0.8% | -15.5% | -14.4% |
| 30D | -36.1% | +16.5% | -52.6% | -32.2% |
| 3M | -36.9% | +13.5% | -50.4% | -33.6% |
| 6M | -22.2% | +20.9% | -43.1% | -13.9% |
| YTD | +29.9% | +11.4% | +18.5% | +49.2% |
| 1Y | +43.3% | +25.9% | +17.3% | +63.5% |
| All | +43.3% | +27.2% | +16.0% | +63.5% |
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