+2,957.0%
AMAT vs WCC
+1,412.6%
+1,544.4%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.2% | +2.0% | +3.4% |
| 7D | -14.7% | -14.7% | 0.0% | -9.5% |
| 30D | -36.1% | -20.1% | -16.0% | -30.5% |
| 3M | -36.9% | -21.2% | -15.7% | -31.0% |
| 6M | -22.2% | -19.2% | -3.0% | -14.8% |
| YTD | +29.9% | +20.2% | +9.7% | +23.9% |
| 1Y | +43.3% | +14.5% | +28.8% | +39.0% |
| 3Y | +142.7% | +115.1% | +27.5% | +83.6% |
| 5Y | +126.2% | +121.5% | +4.7% | +65.7% |
| 10Y | +1,211.7% | +468.1% | +743.6% | +552.1% |
| All | +2,957.0% | +1,412.6% | +1,544.4% | +672.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling