+31,416.6%
AVGO vs AMAT
+4,228.2%
+27,188.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.3% | -4.1% | -2.4% |
| 7D | -3.0% | -1.5% | -1.4% | -2.2% |
| 30D | -14.4% | -14.8% | +0.4% | -6.2% |
| 3M | -14.4% | -9.3% | -5.2% | -14.0% |
| 6M | +13.1% | +27.4% | -14.3% | -9.2% |
| YTD | +3.8% | +77.6% | -73.8% | -33.4% |
| 1Y | +17.8% | +188.9% | -171.2% | -45.0% |
| 3Y | +325.3% | +202.3% | +123.0% | +91.9% |
| 5Y | +689.9% | +248.9% | +441.0% | +209.2% |
| 10Y | +2,597.0% | +1,585.2% | +1,011.8% | +239.4% |
| All | +31,416.6% | +4,228.2% | +27,188.4% | +1,809.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling