+4,277.4%
MU vs AMAT
+1,318.9%
+2,958.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.5% |
| 7D | -15.2% | -2.5% | -12.7% | -13.0% |
| 30D | -29.5% | -26.5% | -3.0% | -8.8% |
| 3M | -15.8% | -28.6% | +12.8% | +10.4% |
| 6M | -2.9% | -14.2% | +11.4% | +12.3% |
| YTD | +154.2% | +45.5% | +108.8% | +92.7% |
| 1Y | +186.6% | +59.3% | +127.2% | +102.7% |
| 3Y | +871.5% | +153.1% | +718.4% | +370.7% |
| 5Y | +911.7% | +158.2% | +753.5% | +357.4% |
| 10Y | +4,277.4% | +1,370.8% | +2,906.6% | +292.6% |
| All | +4,277.4% | +1,318.9% | +2,958.4% | +292.6% |
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 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