+126.7%
AMAT vs WCC
+117.0%
+9.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.2% | +2.0% | +3.0% |
| 7D | -14.7% | -14.7% | 0.0% | -6.6% |
| 30D | -36.1% | -20.1% | -16.0% | -27.3% |
| 3M | -36.9% | -21.2% | -15.7% | -27.7% |
| 6M | -22.2% | -19.2% | -3.0% | -11.2% |
| YTD | +29.9% | +20.2% | +9.7% | +20.7% |
| 1Y | +43.3% | +14.5% | +28.8% | +36.4% |
| 3Y | +142.7% | +115.1% | +27.5% | +56.1% |
| All | +126.7% | +117.0% | +9.8% | +24.7% |
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