+247.2%
AMAT vs V
+71.8%
+175.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.0% | +5.3% | +4.8% |
| 7D | -1.5% | -1.7% | +0.2% | -0.6% |
| 30D | -14.8% | +2.0% | -16.8% | -16.0% |
| 3M | -9.3% | +17.4% | -26.6% | -18.7% |
| 6M | +27.4% | +17.5% | +9.9% | +12.9% |
| YTD | +77.6% | +7.6% | +70.0% | +66.7% |
| 1Y | +188.9% | +7.7% | +181.2% | +169.1% |
| 3Y | +202.3% | +54.7% | +147.6% | +108.3% |
| All | +247.2% | +71.8% | +175.4% | +110.5% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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