+11.3%
QQQ vs AMAT
+65.7%
-54.3%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.3% | +0.6% |
| 7D | +6.4% | +19.3% | -13.0% | +1.6% |
| 30D | -7.5% | -17.9% | +10.5% | -3.5% |
| 3M | -4.8% | -30.4% | +25.6% | +2.8% |
| 6M | -2.5% | -11.4% | +9.0% | -2.8% |
| YTD | +12.4% | +48.8% | -36.4% | -3.4% |
| 1Y | +11.3% | +66.0% | -54.7% | -7.8% |
| All | +11.3% | +65.7% | -54.3% | -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