+58.5%
AMAT vs SPOT
-1.8%
+60.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +1.0% | +10.4% | +11.6% |
| 7D | -1.1% | +2.5% | -3.6% | -0.4% |
| 30D | -26.9% | +15.1% | -42.0% | -23.6% |
| 3M | -31.2% | +24.8% | -56.0% | -26.6% |
| 6M | -14.7% | +45.8% | -60.5% | -9.1% |
| YTD | +44.7% | +4.9% | +39.8% | +60.5% |
| All | +58.5% | -1.8% | +60.3% | +77.6% |
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