+642.9%
WDC vs AMAT
+1,302.1%
-659.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.7% | -2.3% | -3.0% |
| 7D | +12.1% | +11.4% | +0.7% | +4.0% |
| 30D | -18.8% | -17.0% | -1.8% | -6.4% |
| 3M | -39.3% | -30.6% | -8.7% | -21.3% |
| 6M | -40.1% | -14.9% | -25.2% | -32.6% |
| YTD | +71.8% | +44.7% | +27.1% | +35.9% |
| 1Y | +88.5% | +66.9% | +21.6% | +35.7% |
| 3Y | +770.0% | +153.3% | +616.7% | +345.1% |
| 5Y | +549.0% | +146.2% | +402.8% | +218.9% |
| All | +642.9% | +1,302.1% | -659.2% | -0.6% |
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