+153.1%
AMAT vs STX
+633.9%
-480.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.0% |
| 7D | -2.5% | -17.3% | +14.8% | +7.6% |
| 30D | -26.5% | -35.9% | +9.4% | -7.7% |
| 3M | -28.6% | -37.3% | +8.8% | -11.2% |
| 6M | -14.2% | -35.8% | +21.6% | +5.6% |
| YTD | +45.5% | +82.7% | -37.3% | +4.5% |
| 1Y | +59.3% | +71.6% | -12.3% | +17.4% |
| 3Y | +153.1% | +635.3% | -482.2% | -29.3% |
| All | +153.1% | +633.9% | -480.8% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 3y: compounded portfolio wealth divided by compounded STX 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…
3y analysis · Full analysis span regression · 6 months rolling