+203.0%
AMAT vs VZ
+75.9%
+127.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.2% | +3.9% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | -14.8% | +7.9% | -22.7% | -12.0% |
| 3M | -9.3% | +13.6% | -22.9% | -3.6% |
| 6M | +27.4% | +1.1% | +26.3% | +31.1% |
| YTD | +77.6% | +29.3% | +48.3% | +96.1% |
| 1Y | +188.9% | +21.2% | +167.7% | +215.4% |
| All | +203.0% | +75.9% | +127.1% | +245.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 3y: compounded portfolio wealth divided by compounded VZ 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…
3y analysis · Full analysis span regression · 6 months rolling