+147.1%
AMAT vs UUUU
-40.6%
+187.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -2.4% |
| 7D | +11.4% | -1.1% | +12.4% | +11.7% |
| 30D | -17.0% | -21.0% | +3.9% | -12.0% |
| 3M | -30.6% | -54.8% | +24.2% | -16.6% |
| 6M | -14.9% | -67.3% | +52.4% | +9.4% |
| YTD | +44.7% | -54.7% | +99.4% | +67.0% |
| 1Y | +66.9% | -57.4% | +124.3% | +94.2% |
| 3Y | +153.3% | -19.6% | +172.9% | +122.3% |
| All | +147.1% | -40.6% | +187.7% | +112.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling