+1,362.0%
AMAT vs WU
-39.7%
+1,401.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.2% | -2.4% | -3.1% |
| 7D | +19.3% | -5.3% | +24.6% | +21.5% |
| 30D | -17.9% | +9.0% | -27.0% | -21.4% |
| 3M | -30.4% | -3.6% | -26.9% | -30.6% |
| 6M | -11.4% | -19.4% | +7.9% | -7.1% |
| YTD | +48.8% | -21.7% | +70.5% | +56.5% |
| 1Y | +66.0% | -16.1% | +82.1% | +68.6% |
| 3Y | +158.8% | -24.1% | +182.9% | +163.7% |
| 5Y | +153.2% | -44.1% | +197.3% | +196.8% |
| All | +1,362.0% | -39.7% | +1,401.7% | +1,422.0% |
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