+808.8%
MU vs AMAT
+132.8%
+676.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -13.6% | -3.9% | -4.9% |
| 7D | -29.7% | -24.3% | -5.5% | -8.5% |
| 30D | -37.2% | -39.8% | +2.6% | +0.5% |
| 3M | -26.5% | -40.2% | +13.7% | +16.8% |
| 6M | +2.6% | -22.1% | +24.7% | +31.4% |
| YTD | +130.1% | +24.7% | +105.5% | +94.5% |
| 1Y | +176.7% | +33.3% | +143.4% | +121.3% |
| All | +808.8% | +132.8% | +676.1% | +388.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling