+100,756.0%
AMAT vs TROW
+14,443.7%
+86,312.4%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.4% |
| 7D | -14.7% | +4.3% | -19.0% | -16.5% |
| 30D | -36.1% | +4.2% | -40.3% | -37.4% |
| 3M | -36.9% | -3.4% | -33.5% | -35.8% |
| 6M | -22.2% | +4.7% | -26.9% | -24.1% |
| YTD | +29.9% | +10.1% | +19.8% | +23.3% |
| 1Y | +43.3% | +11.7% | +31.6% | +34.8% |
| 3Y | +142.7% | +32.5% | +110.2% | +110.2% |
| 5Y | +126.2% | -38.5% | +164.7% | +182.2% |
| 10Y | +1,211.7% | +148.0% | +1,063.7% | +790.2% |
| All | +100,756.0% | +14,443.7% | +86,312.4% | +14,636.6% |
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