+137,736.4%
AMAT vs SAN
+2,116.5%
+135,619.9%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.8% | +5.1% | +4.7% |
| 7D | -1.5% | +1.8% | -3.3% | -2.3% |
| 30D | -14.8% | +2.0% | -16.8% | -15.6% |
| 3M | -9.3% | +19.7% | -29.0% | -15.7% |
| 6M | +27.4% | +30.6% | -3.2% | +14.1% |
| YTD | +77.6% | +28.8% | +48.7% | +59.4% |
| 1Y | +188.9% | +57.8% | +131.2% | +138.1% |
| 3Y | +202.3% | +338.1% | -135.8% | +58.1% |
| 5Y | +248.9% | +384.2% | -135.3% | +70.7% |
| 10Y | +1,585.2% | +353.1% | +1,232.1% | +698.5% |
| All | +137,736.4% | +2,116.5% | +135,619.9% | +34,532.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded SAN 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling