+100,756.0%
AMAT vs SU
+61,520.6%
+39,235.5%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.7% | +4.2% |
| 7D | -14.7% | -13.4% | -1.3% | -14.7% |
| 30D | -36.1% | +0.9% | -37.0% | -36.1% |
| 3M | -36.9% | +12.8% | -49.6% | -36.9% |
| 6M | -22.2% | +8.3% | -30.5% | -22.2% |
| YTD | +29.9% | +58.2% | -28.3% | +29.8% |
| 1Y | +43.3% | +67.1% | -23.9% | +43.1% |
| 3Y | +142.7% | +125.6% | +17.1% | +142.2% |
| 5Y | +126.2% | +213.6% | -87.4% | +125.6% |
| 10Y | +1,211.7% | +234.7% | +977.0% | +1,207.5% |
| All | +100,756.0% | +61,520.6% | +39,235.5% | +93,809.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling