+1,315.3%
AMAT vs PSX
+363.6%
+951.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +3.0% | +8.4% | +10.3% |
| 7D | -1.1% | -8.0% | +6.9% | +2.3% |
| 30D | -26.9% | -9.0% | -17.9% | -24.4% |
| 3M | -31.2% | +24.7% | -55.9% | -37.2% |
| 6M | -14.7% | +49.3% | -64.0% | -28.1% |
| YTD | +44.7% | +100.2% | -55.5% | +6.6% |
| 1Y | +62.0% | +88.8% | -26.9% | +21.8% |
| 3Y | +165.0% | +152.5% | +12.5% | +71.9% |
| 5Y | +147.1% | +283.2% | -136.1% | +28.8% |
| 10Y | +1,315.3% | +345.8% | +969.5% | +603.6% |
| All | +1,315.3% | +363.6% | +951.7% | +603.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling