+62.8%
META vs AMAT
+246.8%
-184.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.3% | -3.3% | -0.6% |
| 7D | +6.7% | -1.5% | +8.2% | +7.2% |
| 30D | +4.8% | -14.8% | +19.6% | +10.5% |
| 3M | -1.6% | -9.3% | +7.6% | -4.3% |
| 6M | -7.5% | +27.4% | -34.9% | -24.2% |
| YTD | -6.4% | +77.6% | -84.0% | -35.6% |
| 1Y | -17.3% | +188.9% | -206.3% | -56.2% |
| 3Y | +109.9% | +202.3% | -92.4% | -3.4% |
| All | +62.8% | +246.8% | -184.0% | -36.0% |
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