+58.5%
AMAT vs PSX
+89.2%
-30.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +3.0% | +8.4% | +11.6% |
| 7D | -1.1% | -8.0% | +6.9% | -2.5% |
| 30D | -26.9% | -9.0% | -17.9% | -27.9% |
| 3M | -31.2% | +24.7% | -55.9% | -27.8% |
| 6M | -14.7% | +49.3% | -64.0% | -7.0% |
| YTD | +44.7% | +100.2% | -55.5% | +55.9% |
| All | +58.5% | +89.2% | -30.7% | +73.8% |
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