+1,665.8%
AMAT vs TRI
+190.0%
+1,475.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -6.5% | +10.5% | +6.0% |
| 7D | +7.0% | -7.1% | +14.1% | +9.1% |
| 30D | -12.2% | -2.3% | -9.9% | -12.4% |
| 3M | -3.8% | +19.6% | -23.4% | -14.5% |
| 6M | +45.9% | -8.7% | +54.6% | +45.0% |
| YTD | +84.6% | -22.3% | +106.9% | +99.4% |
| 1Y | +193.4% | -40.7% | +234.0% | +278.7% |
| 3Y | +228.1% | -17.8% | +245.8% | +217.2% |
| 5Y | +268.9% | -8.5% | +277.4% | +224.4% |
| 10Y | +1,665.8% | +192.6% | +1,473.2% | +709.6% |
| All | +1,665.8% | +190.0% | +1,475.7% | +709.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TRI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling