+1,315.7%
MU vs AMAT
+246.8%
+1,068.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.3% | +1.8% | +2.4% |
| 7D | +9.0% | -1.5% | +10.5% | +10.4% |
| 30D | +13.8% | -14.8% | +28.6% | +29.6% |
| 3M | +2.1% | -9.3% | +11.4% | +12.6% |
| 6M | +153.8% | +27.4% | +126.4% | +115.1% |
| YTD | +256.4% | +77.6% | +178.8% | +132.1% |
| 1Y | +719.8% | +188.9% | +530.8% | +268.8% |
| 3Y | +1,360.4% | +202.3% | +1,158.1% | +532.1% |
| All | +1,315.7% | +246.8% | +1,068.9% | +431.7% |
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