+203.0%
AMAT vs WM
+46.1%
+156.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.2% | +5.5% | +3.9% |
| 7D | -1.5% | -0.3% | -1.2% | -1.6% |
| 30D | -14.8% | -2.4% | -12.4% | -15.3% |
| 3M | -9.3% | +0.4% | -9.7% | -9.5% |
| 6M | +27.4% | -9.5% | +36.9% | +27.5% |
| YTD | +77.6% | +0.5% | +77.1% | +76.4% |
| 1Y | +188.9% | -1.1% | +190.0% | +188.5% |
| All | +203.0% | +46.1% | +156.9% | +220.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling