+126.7%
AMAT vs NOW
-26.5%
+153.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.3% |
| 7D | -14.7% | -3.0% | -11.7% | -13.9% |
| 30D | -36.1% | -26.0% | -10.1% | -32.5% |
| 3M | -36.9% | -13.1% | -23.8% | -37.0% |
| 6M | -22.2% | +14.5% | -36.7% | -32.6% |
| YTD | +29.9% | -33.4% | +63.4% | +37.1% |
| 1Y | +43.3% | -40.6% | +83.9% | +59.1% |
| 3Y | +142.7% | -16.3% | +159.0% | +113.1% |
| All | +126.7% | -26.5% | +153.2% | +100.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling