+538.0%
QQQ vs AMAT
+1,442.3%
-904.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +6.1% | -3.7% | +0.1% |
| 7D | -0.2% | +7.0% | -7.2% | -3.1% |
| 30D | -7.5% | -20.6% | +13.1% | 0.0% |
| 3M | -3.8% | -24.8% | +20.9% | +5.3% |
| 6M | -3.0% | -10.7% | +7.7% | -3.7% |
| YTD | +12.8% | +54.3% | -41.5% | -11.6% |
| 1Y | +11.6% | +73.7% | -62.1% | -16.9% |
| 3Y | +85.6% | +168.4% | -82.9% | +8.8% |
| 5Y | +82.1% | +167.6% | -85.4% | +2.2% |
| 10Y | +538.0% | +1,425.2% | -887.2% | +72.0% |
| All | +538.0% | +1,442.3% | -904.3% | +72.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling