+1,111.0%
AMAT vs NOW
+503.8%
+607.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -5.9% | -7.6% | -11.4% |
| 7D | -24.3% | -6.7% | -17.6% | -22.1% |
| 30D | -39.8% | -25.8% | -14.0% | -34.5% |
| 3M | -40.2% | -12.7% | -27.5% | -40.2% |
| 6M | -22.1% | +11.2% | -33.4% | -34.6% |
| YTD | +24.7% | -33.2% | +57.9% | +28.5% |
| 1Y | +33.3% | -41.8% | +75.1% | +47.1% |
| 3Y | +133.9% | -15.7% | +149.5% | +98.9% |
| 5Y | +117.1% | -26.0% | +143.1% | +88.6% |
| All | +1,111.0% | +503.8% | +607.3% | +211.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW 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 NOW 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