+73.7%
AMAT vs Q
+28.9%
+44.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.4% | +3.7% | +4.1% |
| 7D | +7.0% | +6.6% | +0.4% | +2.3% |
| 30D | -20.6% | +2.7% | -23.3% | -21.7% |
| 3M | -24.8% | -8.4% | -16.4% | -19.4% |
| 6M | -10.7% | -17.3% | +6.6% | +3.6% |
| YTD | +54.3% | +55.3% | -1.0% | +25.3% |
| 1Y | +73.7% | +31.5% | +42.3% | +52.7% |
| All | +73.7% | +28.9% | +44.8% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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