+167.6%
AMAT vs WU
-44.4%
+212.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.0% | +9.1% | +6.6% |
| 7D | +7.0% | +2.1% | +4.8% | +6.2% |
| 30D | -20.6% | +10.1% | -30.7% | -22.4% |
| 3M | -24.8% | -1.1% | -23.6% | -25.1% |
| 6M | -10.7% | -19.8% | +9.1% | -7.5% |
| YTD | +54.3% | -20.8% | +75.0% | +59.3% |
| 1Y | +73.7% | -15.1% | +88.8% | +75.0% |
| 3Y | +168.4% | -23.2% | +191.6% | +169.8% |
| 5Y | +167.6% | -42.6% | +210.2% | +207.4% |
| All | +167.6% | -44.4% | +212.0% | +207.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling