+188.3%
AMAT vs UUUU
+17.3%
+171.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.7% |
| 7D | +6.9% | +1.8% | +5.1% | +6.5% |
| 30D | -10.1% | +1.8% | -11.9% | -10.8% |
| 3M | -6.0% | +1.3% | -7.2% | -7.2% |
| 6M | +38.6% | -26.8% | +65.4% | +42.2% |
| YTD | +83.1% | +0.1% | +83.0% | +79.8% |
| 1Y | +188.3% | +11.2% | +177.1% | +171.2% |
| All | +188.3% | +17.3% | +171.0% | +171.2% |
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 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