+2,660.6%
AVGO vs AMAT
+1,302.1%
+1,358.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.7% | -2.0% | -3.2% |
| 7D | +18.2% | +11.4% | +6.8% | +10.8% |
| 30D | +0.2% | -17.0% | +17.3% | +11.1% |
| 3M | -16.8% | -30.6% | +13.8% | +1.4% |
| 6M | -16.5% | -14.9% | -1.5% | -14.4% |
| YTD | +0.8% | +44.7% | -43.9% | -27.2% |
| 1Y | +2.8% | +66.9% | -64.1% | -32.0% |
| 3Y | +278.5% | +153.3% | +125.3% | +91.6% |
| 5Y | +573.1% | +146.2% | +426.8% | +230.5% |
| All | +2,660.6% | +1,302.1% | +1,358.5% | +349.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling