+9.5%
QQQ vs AMAT
+57.7%
-48.2%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +11.4% | -7.8% | +0.7% |
| 7D | -0.3% | -1.1% | +0.8% | -0.2% |
| 30D | -9.6% | -26.9% | +17.3% | -3.1% |
| 3M | -5.9% | -31.2% | +25.3% | +1.9% |
| 6M | -4.3% | -14.7% | +10.4% | -3.6% |
| YTD | +11.0% | +44.7% | -33.7% | -3.7% |
| All | +9.5% | +57.7% | -48.2% | -7.8% |
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