+1,425.2%
AMAT vs WM
+332.5%
+1,092.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.2% | +4.8% | +5.6% |
| 7D | +7.0% | +0.8% | +6.2% | +6.5% |
| 30D | -20.6% | +13.8% | -34.4% | -25.3% |
| 3M | -24.8% | +6.4% | -31.1% | -27.3% |
| 6M | -10.7% | +13.2% | -23.9% | -18.1% |
| YTD | +54.3% | +10.8% | +43.5% | +41.5% |
| 1Y | +73.7% | +20.2% | +53.5% | +51.6% |
| 3Y | +168.4% | +46.5% | +122.0% | +97.3% |
| 5Y | +167.6% | +61.3% | +106.3% | +79.7% |
| 10Y | +1,425.2% | +324.8% | +1,100.4% | +390.3% |
| All | +1,425.2% | +332.5% | +1,092.7% | +390.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 10y: compounded portfolio wealth divided by compounded WM 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…
10y analysis · Full analysis span regression · 6 months rolling