+167.6%
AMAT vs VRSN
+37.7%
+129.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.0% | +5.1% | +5.8% |
| 7D | +7.0% | -1.2% | +8.2% | +7.4% |
| 30D | -20.6% | +3.8% | -24.4% | -21.4% |
| 3M | -24.8% | +9.5% | -34.3% | -27.1% |
| 6M | -10.7% | +10.3% | -21.0% | -15.0% |
| YTD | +54.3% | +30.5% | +23.8% | +33.1% |
| 1Y | +73.7% | +27.9% | +45.9% | +51.4% |
| 3Y | +168.4% | +54.3% | +114.1% | +96.5% |
| 5Y | +167.6% | +37.2% | +130.4% | +113.5% |
| All | +167.6% | +37.7% | +129.9% | +113.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling