+113.2%
WDC vs AMAT
+60.5%
+52.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -3.3% | -3.5% | -3.9% |
| 7D | -18.3% | -11.2% | -7.1% | -9.2% |
| 30D | -26.7% | -31.9% | +5.2% | +2.2% |
| 3M | -40.9% | -32.3% | -8.6% | -18.0% |
| 6M | -26.8% | -5.4% | -21.4% | -26.6% |
| YTD | +88.2% | +44.3% | +43.9% | +23.0% |
| 1Y | +113.2% | +61.4% | +51.8% | +25.6% |
| All | +113.2% | +60.5% | +52.7% | +25.6% |
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