+137,736.4%
AMAT vs WY
+688.1%
+137,048.3%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.5% | +3.9% |
| 7D | -1.5% | -1.7% | +0.2% | -0.7% |
| 30D | -14.8% | -10.1% | -4.7% | -10.7% |
| 3M | -9.3% | -5.1% | -4.1% | -8.1% |
| 6M | +27.4% | -4.8% | +32.2% | +28.6% |
| YTD | +77.6% | -0.2% | +77.8% | +74.7% |
| 1Y | +188.9% | -6.6% | +195.6% | +191.7% |
| 3Y | +202.3% | -22.7% | +225.0% | +226.0% |
| 5Y | +248.9% | -22.2% | +271.1% | +278.6% |
| 10Y | +1,585.2% | +7.3% | +1,577.9% | +1,411.4% |
| All | +137,736.4% | +688.1% | +137,048.3% | +43,550.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling