+188.9%
AMAT vs WU
-8.3%
+197.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.0% | +5.3% | +4.2% |
| 7D | -1.5% | -0.8% | -0.7% | -1.6% |
| 30D | -14.8% | -1.1% | -13.7% | -14.9% |
| 3M | -9.3% | -3.9% | -5.4% | -10.9% |
| 6M | +27.4% | -20.7% | +48.1% | +25.2% |
| YTD | +77.6% | -18.4% | +95.9% | +74.4% |
| 1Y | +188.9% | -8.1% | +197.0% | +186.9% |
| All | +188.9% | -8.3% | +197.2% | +186.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling