+137,736.4%
AMAT vs SU
+60,256.6%
+77,479.8%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.7% | +5.0% | +4.3% |
| 7D | -1.5% | +3.6% | -5.1% | -1.5% |
| 30D | -14.8% | +7.9% | -22.7% | -14.8% |
| 3M | -9.3% | +3.5% | -12.8% | -9.3% |
| 6M | +27.4% | +19.0% | +8.4% | +27.3% |
| YTD | +77.6% | +55.0% | +22.6% | +77.4% |
| 1Y | +188.9% | +71.2% | +117.7% | +188.6% |
| 3Y | +202.3% | +117.4% | +84.9% | +201.7% |
| 5Y | +248.9% | +335.2% | -86.3% | +247.7% |
| 10Y | +1,585.2% | +248.7% | +1,336.5% | +1,579.7% |
| All | +137,736.4% | +60,256.6% | +77,479.8% | +128,250.6% |
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