+1,245.5%
WDC vs AMAT
+1,661.6%
-416.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.0% | -1.8% | -0.7% |
| 7D | +6.0% | +7.0% | -1.0% | +1.1% |
| 30D | +9.9% | -12.2% | +22.1% | +20.0% |
| 3M | -9.4% | -3.8% | -5.6% | -6.9% |
| 6M | +94.7% | +45.9% | +48.8% | +50.9% |
| YTD | +177.4% | +84.6% | +92.7% | +84.0% |
| 1Y | +412.6% | +193.4% | +219.2% | +150.2% |
| 3Y | +1,359.8% | +228.1% | +1,131.7% | +516.5% |
| 5Y | +992.6% | +268.9% | +723.6% | +298.8% |
| 10Y | +1,245.5% | +1,665.8% | -420.3% | +47.1% |
| All | +1,245.5% | +1,661.6% | -416.1% | +47.1% |
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 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