+153.3%
AMAT vs WU
-23.0%
+176.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.1% | -2.7% |
| 7D | +11.4% | -2.0% | +13.4% | +11.3% |
| 30D | -17.0% | +11.4% | -28.5% | -17.3% |
| 3M | -30.6% | -6.8% | -23.8% | -30.2% |
| 6M | -14.9% | -14.6% | -0.3% | -14.4% |
| YTD | +44.7% | -20.6% | +65.3% | +46.8% |
| 1Y | +66.9% | -15.4% | +82.3% | +66.7% |
| 3Y | +153.3% | -23.6% | +176.9% | +152.9% |
| All | +153.3% | -23.0% | +176.3% | +152.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling