+2,833.3%
AMAT vs WCC
+1,380.5%
+1,452.8%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -9.6% | -4.0% | -10.1% |
| 7D | -24.3% | -21.9% | -2.4% | -17.1% |
| 30D | -39.8% | -25.4% | -14.4% | -32.9% |
| 3M | -40.2% | -23.1% | -17.1% | -34.0% |
| 6M | -22.1% | -18.1% | -4.1% | -15.1% |
| YTD | +24.7% | +17.7% | +7.0% | +19.8% |
| 1Y | +33.3% | +12.4% | +20.9% | +30.1% |
| 3Y | +133.9% | +105.9% | +28.0% | +79.6% |
| 5Y | +117.1% | +116.8% | +0.3% | +60.2% |
| 10Y | +1,158.7% | +456.1% | +702.6% | +530.5% |
| All | +2,833.3% | +1,380.5% | +1,452.8% | +646.7% |
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 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