+137,736.4%
AMAT vs TROW
+14,446.5%
+123,289.9%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.0% | +5.3% | +4.8% |
| 7D | -1.5% | -1.3% | -0.2% | -0.9% |
| 30D | -14.8% | -4.5% | -10.3% | -12.9% |
| 3M | -9.3% | +3.9% | -13.1% | -11.3% |
| 6M | +27.4% | +22.6% | +4.8% | +15.0% |
| YTD | +77.6% | +10.1% | +67.4% | +68.5% |
| 1Y | +188.9% | +3.6% | +185.4% | +181.5% |
| 3Y | +202.3% | +12.4% | +189.9% | +182.7% |
| 5Y | +248.9% | -37.5% | +286.4% | +331.5% |
| 10Y | +1,585.2% | +130.0% | +1,455.3% | +1,080.8% |
| All | +137,736.4% | +14,446.5% | +123,289.9% | +20,027.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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