+4,759.7%
AMAT vs NOW
+2,873.9%
+1,885.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -3.0% | +7.3% | +5.3% |
| 7D | -1.5% | -2.4% | +0.9% | -0.9% |
| 30D | -14.8% | +20.5% | -35.3% | -20.8% |
| 3M | -9.3% | +18.3% | -27.6% | -17.3% |
| 6M | +27.4% | +24.1% | +3.3% | +8.9% |
| YTD | +77.6% | -7.8% | +85.4% | +68.7% |
| 1Y | +188.9% | -21.4% | +210.3% | +191.6% |
| 3Y | +202.3% | +19.5% | +182.8% | +148.7% |
| 5Y | +248.9% | +4.1% | +244.8% | +193.1% |
| 10Y | +1,585.2% | +826.4% | +758.8% | +633.9% |
| All | +4,759.7% | +2,873.9% | +1,885.8% | +1,716.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling