+66.0%
AMAT vs SPOT
-6.6%
+72.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -1.8% | -4.0% |
| 7D | +19.3% | -2.6% | +21.9% | +18.5% |
| 30D | -17.9% | +13.5% | -31.4% | -14.6% |
| 3M | -30.4% | +22.2% | -52.7% | -26.3% |
| 6M | -11.4% | +38.3% | -49.8% | -6.0% |
| YTD | +48.8% | +3.1% | +45.7% | +66.7% |
| 1Y | +66.0% | -7.6% | +73.6% | +93.4% |
| All | +66.0% | -6.6% | +72.7% | +93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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