+12.3%
QQQ vs AMAT
+60.5%
-48.2%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.3% | +4.3% | +1.8% |
| 7D | -4.6% | -11.2% | +6.6% | -1.9% |
| 30D | -8.5% | -31.9% | +23.4% | -0.1% |
| 3M | -4.3% | -32.3% | +28.0% | +4.4% |
| 6M | +3.1% | -5.4% | +8.5% | +1.1% |
| YTD | +13.0% | +44.3% | -31.2% | -2.0% |
| 1Y | +12.3% | +61.4% | -49.1% | -6.6% |
| All | +12.3% | +60.5% | -48.2% | -6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling