+247.2%
AMAT vs NDAQ
+55.8%
+191.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.9% | +6.2% | +5.1% |
| 7D | -1.5% | -2.4% | +0.9% | -0.5% |
| 30D | -14.8% | +2.5% | -17.2% | -15.8% |
| 3M | -9.3% | +9.9% | -19.2% | -14.4% |
| 6M | +27.4% | +9.4% | +18.0% | +19.1% |
| YTD | +77.6% | +0.4% | +77.2% | +74.2% |
| 1Y | +188.9% | +4.0% | +184.9% | +175.3% |
| 3Y | +202.3% | +94.4% | +107.9% | +82.4% |
| All | +247.2% | +55.8% | +191.4% | +135.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling