+119,660.7%
AMAT vs SU
+61,726.7%
+57,934.0%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.8% | +4.3% | +6.0% |
| 7D | +7.0% | -4.3% | +11.2% | +7.0% |
| 30D | -20.6% | -6.2% | -14.4% | -20.6% |
| 3M | -24.8% | +9.7% | -34.4% | -24.8% |
| 6M | -10.7% | +7.3% | -18.0% | -10.8% |
| YTD | +54.3% | +58.7% | -4.5% | +54.1% |
| 1Y | +73.7% | +59.7% | +14.0% | +73.5% |
| 3Y | +168.4% | +129.2% | +39.2% | +167.9% |
| 5Y | +167.6% | +223.7% | -56.1% | +166.8% |
| 10Y | +1,425.2% | +235.9% | +1,189.3% | +1,420.3% |
| All | +119,660.7% | +61,726.7% | +57,934.0% | +111,411.0% |
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