+660.4%
WDC vs AMAT
+1,318.9%
-658.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.6% |
| 7D | -16.7% | -2.5% | -14.3% | -14.7% |
| 30D | -27.2% | -26.5% | -0.7% | -8.9% |
| 3M | -34.0% | -28.6% | -5.4% | -16.4% |
| 6M | -39.7% | -14.2% | -25.5% | -32.5% |
| YTD | +68.1% | +45.5% | +22.6% | +32.3% |
| 1Y | +66.3% | +59.3% | +7.0% | +23.4% |
| 3Y | +754.4% | +153.1% | +601.3% | +336.6% |
| 5Y | +595.8% | +158.2% | +437.6% | +230.3% |
| 10Y | +660.4% | +1,370.8% | -710.4% | -1.6% |
| All | +660.4% | +1,318.9% | -658.5% | -1.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling