+1,591.4%
AMAT vs VRSN
+290.6%
+1,300.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.6% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | -14.8% | -0.2% | -14.6% | -15.0% |
| 3M | -9.3% | -0.3% | -9.0% | -11.7% |
| 6M | +27.4% | +23.0% | +4.4% | +5.8% |
| YTD | +77.6% | +21.3% | +56.2% | +46.8% |
| 1Y | +188.9% | +6.7% | +182.2% | +160.6% |
| 3Y | +202.3% | +45.0% | +157.3% | +105.2% |
| 5Y | +248.9% | +35.0% | +213.9% | +148.1% |
| All | +1,591.4% | +290.6% | +1,300.8% | +533.1% |
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