+1,315.3%
AMAT vs WU
-36.4%
+1,351.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | -0.3% | +11.7% | +11.5% |
| 7D | -1.1% | +9.1% | -10.1% | -4.9% |
| 30D | -26.9% | +12.1% | -39.0% | -30.6% |
| 3M | -31.2% | +0.3% | -31.5% | -32.3% |
| 6M | -14.7% | -19.1% | +4.4% | -10.3% |
| YTD | +44.7% | -19.2% | +63.9% | +50.7% |
| 1Y | +62.0% | -15.3% | +77.2% | +64.3% |
| 3Y | +165.0% | -21.3% | +186.3% | +166.4% |
| 5Y | +147.1% | -41.7% | +188.8% | +184.0% |
| 10Y | +1,315.3% | -36.0% | +1,351.2% | +1,339.7% |
| All | +1,315.3% | -36.4% | +1,351.7% | +1,339.7% |
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