+579.0%
AVGO vs AMAT
+170.5%
+408.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +6.1% | -2.1% | +0.4% |
| 7D | +6.1% | +7.0% | -0.9% | +1.8% |
| 30D | -2.7% | -20.6% | +17.9% | +10.6% |
| 3M | -16.9% | -24.8% | +7.9% | -3.2% |
| 6M | -19.1% | -10.7% | -8.4% | -20.0% |
| YTD | +0.3% | +54.3% | -54.0% | -32.6% |
| 1Y | -1.2% | +73.7% | -74.9% | -38.7% |
| 3Y | +272.4% | +168.4% | +104.0% | +69.7% |
| 5Y | +579.0% | +167.6% | +411.5% | +188.3% |
| All | +579.0% | +170.5% | +408.5% | +188.3% |
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