+228.1%
AMAT vs SU
+117.9%
+110.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.1% | +3.8% |
| 7D | +7.0% | -1.0% | +8.0% | +7.3% |
| 30D | -12.2% | +13.7% | -25.9% | -15.2% |
| 3M | -3.8% | +8.0% | -11.9% | -5.8% |
| 6M | +45.9% | +21.0% | +24.9% | +35.4% |
| YTD | +84.6% | +56.2% | +28.4% | +56.0% |
| 1Y | +193.4% | +72.2% | +121.2% | +138.1% |
| 3Y | +228.1% | +118.1% | +110.0% | +153.6% |
| All | +228.1% | +117.9% | +110.2% | +153.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling