+94.1%
SMH vs AMAT
+190.2%
-96.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.0% | -2.8% | -1.1% |
| 7D | +5.2% | +7.0% | -1.8% | +1.2% |
| 30D | -1.5% | -12.2% | +10.7% | +5.6% |
| 3M | -4.1% | -3.8% | -0.2% | -4.7% |
| 6M | +50.8% | +45.9% | +4.8% | +17.5% |
| YTD | +59.3% | +84.6% | -25.3% | +7.5% |
| 1Y | +94.1% | +193.4% | -99.3% | +7.5% |
| All | +94.1% | +190.2% | -96.1% | +7.5% |
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