+188.9%
AMAT vs WBD
+135.8%
+53.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.4% |
| 7D | -1.5% | -1.8% | +0.3% | -1.2% |
| 30D | -14.8% | +8.8% | -23.6% | -16.0% |
| 3M | -9.3% | +4.6% | -13.9% | -9.9% |
| 6M | +27.4% | +1.1% | +26.3% | +27.0% |
| YTD | +77.6% | -2.0% | +79.5% | +77.4% |
| 1Y | +188.9% | +140.0% | +48.9% | +176.2% |
| All | +188.9% | +135.8% | +53.1% | +176.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 1y: compounded portfolio wealth divided by compounded WBD 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…
1y analysis · Full analysis span regression · 6 months rolling