+2,628.7%
AMAT vs UUUU
-96.0%
+2,724.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +9.8% | +1.6% | +10.4% |
| 7D | -1.1% | -1.1% | 0.0% | -0.8% |
| 30D | -26.9% | -26.6% | -0.3% | -24.6% |
| 3M | -31.2% | -48.3% | +17.1% | -26.7% |
| 6M | -14.7% | -65.8% | +51.1% | -5.6% |
| YTD | +44.7% | -49.7% | +94.4% | +52.8% |
| 1Y | +62.0% | -53.3% | +115.2% | +71.9% |
| 3Y | +165.0% | -7.4% | +172.3% | +154.8% |
| 5Y | +147.1% | -33.4% | +180.5% | +138.5% |
| 10Y | +1,315.3% | +441.5% | +873.8% | +1,031.8% |
| All | +2,628.7% | -96.0% | +2,724.7% | +2,038.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling