+247.2%
AMAT vs SPOT
+107.9%
+139.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -3.2% | +7.5% | +5.2% |
| 7D | -1.5% | -0.9% | -0.6% | -1.3% |
| 30D | -14.8% | +12.5% | -27.3% | -18.0% |
| 3M | -9.3% | +9.9% | -19.2% | -13.1% |
| 6M | +27.4% | +1.6% | +25.8% | +23.5% |
| YTD | +77.6% | -6.6% | +84.2% | +75.4% |
| 1Y | +188.9% | -22.9% | +211.9% | +204.4% |
| 3Y | +202.3% | +244.3% | -42.0% | +71.6% |
| All | +247.2% | +107.9% | +139.3% | +105.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling