+193.4%
AMAT vs SPXU
-38.3%
+231.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.3% | +5.5% |
| 7D | +7.0% | -1.5% | +8.5% | +5.4% |
| 30D | -12.2% | +3.7% | -15.9% | -9.2% |
| 3M | -3.8% | -9.6% | +5.7% | -9.5% |
| 6M | +45.9% | -32.4% | +78.3% | +13.7% |
| YTD | +84.6% | -28.7% | +113.3% | +54.0% |
| 1Y | +193.4% | -38.2% | +231.6% | +116.7% |
| All | +193.4% | -38.3% | +231.7% | +116.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling