+41.6%
SMH vs AMAT
+65.7%
-24.1%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.5% | +1.0% |
| 7D | +12.1% | +19.3% | -7.3% | +0.8% |
| 30D | -14.7% | -17.9% | +3.3% | -4.9% |
| 3M | -14.2% | -30.4% | +16.2% | +4.2% |
| 6M | -10.6% | -11.4% | +0.8% | -8.1% |
| YTD | +39.3% | +48.8% | -9.4% | +4.5% |
| 1Y | +41.6% | +66.0% | -24.5% | -0.1% |
| All | +41.6% | +65.7% | -24.1% | -0.1% |
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