+822.0%
MU vs AMAT
+121.4%
+700.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -13.6% | -3.9% | -5.8% |
| 7D | -29.7% | -24.3% | -5.5% | -10.3% |
| 30D | -37.2% | -39.8% | +2.6% | -2.9% |
| 3M | -26.5% | -40.2% | +13.7% | +12.9% |
| 6M | +2.6% | -22.1% | +24.7% | +30.4% |
| YTD | +130.1% | +24.7% | +105.5% | +100.8% |
| 1Y | +176.7% | +33.3% | +143.4% | +129.8% |
| 3Y | +813.1% | +133.9% | +679.2% | +391.8% |
| 5Y | +822.0% | +117.1% | +704.9% | +391.9% |
| All | +822.0% | +121.4% | +700.5% | +391.9% |
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 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