+188.9%
AMAT vs UUUU
+27.9%
+161.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.5% | +4.1% |
| 7D | -1.5% | -1.4% | -0.1% | -1.2% |
| 30D | -14.8% | +16.3% | -31.1% | -18.1% |
| 3M | -9.3% | -16.7% | +7.4% | -7.5% |
| 6M | +27.4% | -33.7% | +61.0% | +32.3% |
| YTD | +77.6% | -0.5% | +78.0% | +74.7% |
| 1Y | +188.9% | +28.9% | +160.1% | +172.1% |
| All | +188.9% | +27.9% | +161.0% | +172.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 1y: compounded portfolio wealth divided by compounded UUUU 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…
1y analysis · Full analysis span regression · 6 months rolling