+203.0%
AMAT vs WBD
+143.7%
+59.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -16.1% |
| 3M | -9.3% | +4.6% | -13.9% | -10.0% |
| 6M | +27.4% | +1.1% | +26.3% | +27.2% |
| YTD | +77.6% | -2.0% | +79.5% | +78.1% |
| 1Y | +188.9% | +140.0% | +48.9% | +146.4% |
| All | +203.0% | +143.7% | +59.3% | +139.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling