+1,591.4%
AMAT vs SPXU
-99.5%
+1,690.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.3% | +3.0% | +5.0% |
| 7D | -1.5% | -0.1% | -1.4% | -1.5% |
| 30D | -14.8% | +0.8% | -15.6% | -14.3% |
| 3M | -9.3% | -4.7% | -4.6% | -8.9% |
| 6M | +27.4% | -29.6% | +57.0% | +10.8% |
| YTD | +77.6% | -29.9% | +107.4% | +56.2% |
| 1Y | +188.9% | -39.1% | +228.0% | +140.2% |
| 3Y | +202.3% | -80.0% | +282.3% | +68.4% |
| 5Y | +248.9% | -86.0% | +334.9% | +115.4% |
| All | +1,591.4% | -99.5% | +1,690.9% | +238.8% |
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