+188.3%
AMAT vs WU
-11.2%
+199.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.9% |
| 7D | +6.9% | -4.9% | +11.9% | +6.4% |
| 30D | -10.1% | -1.3% | -8.8% | -10.3% |
| 3M | -6.0% | -3.6% | -2.4% | -8.0% |
| 6M | +38.6% | -24.3% | +63.0% | +35.5% |
| YTD | +83.1% | -21.1% | +104.2% | +79.0% |
| 1Y | +188.3% | -10.3% | +198.7% | +180.4% |
| All | +188.3% | -11.2% | +199.6% | +180.4% |
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