+1,370.8%
AMAT vs WU
-35.7%
+1,406.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.6% | +0.1% |
| 7D | -2.5% | +11.0% | -13.5% | -6.8% |
| 30D | -26.5% | +13.4% | -39.9% | -30.6% |
| 3M | -28.6% | +2.2% | -30.8% | -30.2% |
| 6M | -14.2% | -18.2% | +3.9% | -10.2% |
| YTD | +45.5% | -18.3% | +63.8% | +50.9% |
| 1Y | +59.3% | -12.2% | +71.5% | +59.2% |
| 3Y | +153.1% | -20.8% | +173.9% | +154.1% |
| 5Y | +158.2% | -42.6% | +200.7% | +200.9% |
| 10Y | +1,370.8% | -35.5% | +1,406.3% | +1,390.9% |
| All | +1,370.8% | -35.7% | +1,406.5% | +1,390.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling