+188.3%
AMAT vs SU
+74.8%
+113.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -0.7% |
| 7D | +6.9% | +1.6% | +5.4% | +7.0% |
| 30D | -10.1% | +10.7% | -20.8% | -9.6% |
| 3M | -6.0% | +13.5% | -19.5% | -4.2% |
| 6M | +38.6% | +21.8% | +16.8% | +34.9% |
| YTD | +83.1% | +58.8% | +24.2% | +71.5% |
| 1Y | +188.3% | +72.0% | +116.3% | +164.5% |
| All | +188.3% | +74.8% | +113.5% | +164.5% |
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