+1,537.1%
SOXX vs AMAT
+1,673.3%
-136.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.3% | +1.5% |
| 7D | +1.4% | +0.4% | +1.0% | +1.1% |
| 30D | -3.6% | -16.6% | +13.1% | +8.9% |
| 3M | -10.2% | -17.3% | +7.2% | +0.2% |
| 6M | +54.2% | +30.3% | +23.9% | +25.3% |
| YTD | +75.2% | +78.3% | -3.1% | +13.2% |
| 1Y | +107.5% | +169.8% | -62.3% | -0.2% |
| 3Y | +226.8% | +218.5% | +8.2% | +35.9% |
| 5Y | +251.2% | +247.7% | +3.5% | +34.1% |
| All | +1,537.1% | +1,673.3% | -136.2% | +100.1% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling