+233.7%
SMH vs AMAT
+146.0%
+87.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.7% | -0.2% | -1.1% |
| 7D | +4.9% | +11.4% | -6.4% | -2.8% |
| 30D | -13.8% | -17.0% | +3.2% | -2.7% |
| 3M | -17.4% | -30.6% | +13.2% | +4.3% |
| 6M | -15.0% | -14.9% | 0.0% | -10.3% |
| YTD | +35.2% | +44.7% | -9.5% | -4.8% |
| 1Y | +41.6% | +66.9% | -25.3% | -10.4% |
| 3Y | +215.6% | +153.3% | +62.3% | +38.4% |
| All | +233.7% | +146.0% | +87.6% | +38.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling