+1,707.5%
AMAT vs SU
+259.2%
+1,448.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.4% |
| 7D | +6.9% | +1.6% | +5.4% | +6.3% |
| 30D | -10.1% | +10.7% | -20.8% | -13.4% |
| 3M | -6.0% | +13.5% | -19.5% | -10.9% |
| 6M | +38.6% | +21.8% | +16.8% | +26.9% |
| YTD | +83.1% | +58.8% | +24.2% | +51.9% |
| 1Y | +188.3% | +72.0% | +116.3% | +131.6% |
| 3Y | +225.3% | +121.7% | +103.6% | +134.0% |
| 5Y | +262.0% | +350.4% | -88.4% | +92.0% |
| 10Y | +1,707.5% | +264.7% | +1,442.8% | +956.2% |
| All | +1,707.5% | +259.2% | +1,448.3% | +956.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling