+847.8%
MU vs AMAT
+123.9%
+723.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.2% | +0.9% | +1.5% |
| 7D | -22.0% | -14.7% | -7.3% | -9.8% |
| 30D | -36.6% | -36.1% | -0.5% | -6.7% |
| 3M | -21.7% | -36.9% | +15.1% | +14.9% |
| 6M | +3.5% | -22.2% | +25.7% | +31.6% |
| YTD | +141.9% | +29.9% | +112.0% | +103.8% |
| 1Y | +189.8% | +43.3% | +146.6% | +127.0% |
| 3Y | +855.4% | +142.7% | +712.7% | +398.4% |
| All | +847.8% | +123.9% | +723.9% | +388.5% |
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