+158.2%
AMAT vs WCC
+145.3%
+12.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.5% | +0.5% |
| 7D | -2.5% | -9.9% | +7.5% | +3.8% |
| 30D | -26.5% | -13.4% | -13.1% | -20.0% |
| 3M | -28.6% | -13.5% | -15.1% | -22.2% |
| 6M | -14.2% | -10.6% | -3.6% | -7.4% |
| YTD | +45.5% | +30.1% | +15.4% | +29.4% |
| 1Y | +59.3% | +22.3% | +37.0% | +46.1% |
| 3Y | +153.1% | +130.3% | +22.8% | +56.8% |
| 5Y | +158.2% | +144.5% | +13.6% | +35.7% |
| All | +158.2% | +145.3% | +12.9% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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