+1,315.3%
AMAT vs WY
+6.7%
+1,308.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +0.7% | +10.7% | +11.0% |
| 7D | -1.1% | -0.8% | -0.3% | -1.0% |
| 30D | -26.9% | +10.6% | -37.5% | -31.6% |
| 3M | -31.2% | -16.6% | -14.6% | -25.2% |
| 6M | -14.7% | -8.6% | -6.1% | -13.2% |
| YTD | +44.7% | -8.4% | +53.1% | +45.9% |
| 1Y | +62.0% | -5.1% | +67.1% | +59.3% |
| 3Y | +165.0% | -21.9% | +186.9% | +182.3% |
| 5Y | +147.1% | -31.3% | +178.4% | +187.1% |
| 10Y | +1,315.3% | +3.6% | +1,311.7% | +1,150.8% |
| All | +1,315.3% | +6.7% | +1,308.6% | +1,150.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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