+117.1%
AMAT vs V
+107.1%
+10.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -3.2% | -10.4% | -11.9% |
| 7D | -24.3% | +2.9% | -27.2% | -25.4% |
| 30D | -39.8% | +14.0% | -53.8% | -44.1% |
| 3M | -40.2% | +14.9% | -55.1% | -45.0% |
| 6M | -22.1% | +31.7% | -53.9% | -35.3% |
| YTD | +24.7% | +21.2% | +3.5% | +9.0% |
| 1Y | +33.3% | +25.3% | +8.0% | +13.3% |
| 3Y | +133.9% | +77.5% | +56.4% | +44.7% |
| 5Y | +117.1% | +102.6% | +14.5% | +16.9% |
| All | +117.1% | +107.1% | +10.0% | +16.9% |
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