+48.6%
AMZN vs AMAT
+123.9%
-75.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.2% | -4.6% | -1.7% |
| 7D | +7.9% | -14.7% | +22.6% | +13.2% |
| 30D | -0.2% | -36.1% | +35.9% | +15.0% |
| 3M | -4.8% | -36.9% | +32.1% | +9.3% |
| 6M | -5.7% | -22.2% | +16.5% | -5.5% |
| YTD | +12.3% | +29.9% | -17.6% | -11.7% |
| 1Y | +6.7% | +43.3% | -36.6% | -20.0% |
| 3Y | +85.6% | +142.7% | -57.1% | -2.5% |
| All | +48.6% | +123.9% | -75.3% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMAT.
Daily Out/Under-Performance
Portfolio return minus AMAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMAT 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 AMAT 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