+96,674.4%
AMAT vs TECH
+101,375.0%
-4,700.6%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -0.1% | -13.5% | -13.5% |
| 7D | -24.3% | -0.1% | -24.2% | -24.3% |
| 30D | -39.8% | +0.3% | -40.1% | -39.8% |
| 3M | -40.2% | +1.0% | -41.2% | -40.3% |
| 6M | -22.1% | +28.6% | -50.7% | -28.4% |
| YTD | +24.7% | +24.1% | +0.6% | +15.0% |
| 1Y | +33.3% | +21.9% | +11.4% | +23.4% |
| 3Y | +133.9% | +25.7% | +108.2% | +110.4% |
| 5Y | +117.1% | -40.2% | +157.3% | +137.3% |
| 10Y | +1,158.7% | +210.1% | +948.6% | +823.4% |
| All | +96,674.4% | +101,375.0% | -4,700.6% | +36,918.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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