+1,162.1%
AMAT vs SPXU
-99.5%
+1,261.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +5.0% | +3.8% |
| 7D | -14.7% | +7.6% | -22.3% | -9.9% |
| 30D | -36.1% | +17.5% | -53.6% | -28.4% |
| 3M | -36.9% | +14.7% | -51.5% | -30.0% |
| 6M | -22.2% | -0.1% | -22.1% | -17.3% |
| YTD | +29.9% | -19.8% | +49.7% | +26.4% |
| 1Y | +43.3% | -23.7% | +67.0% | +36.9% |
| 3Y | +142.7% | -79.5% | +222.2% | +39.6% |
| 5Y | +126.2% | -81.9% | +208.1% | +63.4% |
| All | +1,162.1% | -99.5% | +1,261.6% | +175.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling