+1,370.8%
AMAT vs VRSN
+285.2%
+1,085.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | -0.5% |
| 7D | -2.5% | -0.9% | -1.6% | -1.9% |
| 30D | -26.5% | +2.4% | -29.0% | -27.5% |
| 3M | -28.6% | +6.4% | -34.9% | -31.7% |
| 6M | -14.2% | +8.6% | -22.8% | -21.4% |
| YTD | +45.5% | +29.3% | +16.2% | +15.3% |
| 1Y | +59.3% | +27.2% | +32.2% | +27.4% |
| 3Y | +153.1% | +52.8% | +100.3% | +66.4% |
| 5Y | +158.2% | +36.7% | +121.4% | +83.2% |
| 10Y | +1,370.8% | +290.8% | +1,080.0% | +417.3% |
| All | +1,370.8% | +285.2% | +1,085.6% | +417.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling