+1,665.8%
AMAT vs XLI
+252.7%
+1,413.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.5% | +4.6% |
| 7D | +7.0% | +1.0% | +6.0% | +5.6% |
| 30D | -12.2% | -5.8% | -6.4% | -5.0% |
| 3M | -3.8% | +0.7% | -4.5% | -3.1% |
| 6M | +45.9% | +3.2% | +42.7% | +43.6% |
| YTD | +84.6% | +13.0% | +71.6% | +62.6% |
| 1Y | +193.4% | +16.8% | +176.6% | +149.1% |
| 3Y | +228.1% | +72.4% | +155.7% | +75.0% |
| 5Y | +268.9% | +82.8% | +186.2% | +89.0% |
| 10Y | +1,665.8% | +252.4% | +1,413.3% | +377.9% |
| All | +1,665.8% | +252.7% | +1,413.0% | +377.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded XLI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling