+61.4%
AMAT vs SU
+88.1%
-26.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.5% | +1.2% | -3.6% |
| 7D | -11.2% | -7.1% | -4.1% | -11.6% |
| 30D | -31.9% | +4.8% | -36.6% | -31.3% |
| 3M | -32.3% | +12.5% | -44.8% | -31.2% |
| 6M | -5.4% | +6.5% | -11.8% | -2.5% |
| YTD | +44.3% | +65.8% | -21.5% | +34.4% |
| 1Y | +61.4% | +86.2% | -24.8% | +51.4% |
| All | +61.4% | +88.1% | -26.7% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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