+188.9%
AMAT vs PSX
+101.0%
+87.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.3% |
| 7D | -1.5% | +4.5% | -6.0% | -0.9% |
| 30D | -14.8% | +26.6% | -41.4% | -12.1% |
| 3M | -9.3% | +39.3% | -48.5% | -4.6% |
| 6M | +27.4% | +56.8% | -29.4% | +33.7% |
| YTD | +77.6% | +101.8% | -24.3% | +79.1% |
| 1Y | +188.9% | +99.6% | +89.3% | +191.2% |
| All | +188.9% | +101.0% | +87.9% | +191.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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