+1,665.8%
AMAT vs UUUU
+519.5%
+1,146.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.0% | +2.9% | +3.8% |
| 7D | +7.0% | +2.8% | +4.2% | +6.4% |
| 30D | -12.2% | +3.4% | -15.6% | -13.1% |
| 3M | -3.8% | -3.9% | 0.0% | -3.5% |
| 6M | +45.9% | -23.2% | +69.1% | +51.1% |
| YTD | +84.6% | +0.6% | +84.1% | +78.6% |
| 1Y | +193.4% | +22.9% | +170.5% | +165.5% |
| 3Y | +228.1% | +98.6% | +129.4% | +152.0% |
| 5Y | +268.9% | +130.2% | +138.7% | +162.1% |
| 10Y | +1,665.8% | +519.5% | +1,146.3% | +809.2% |
| All | +1,665.8% | +519.5% | +1,146.3% | +809.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling