+695.1%
WDC vs AMAT
+1,442.3%
-747.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.1% | +2.3% | +4.0% |
| 7D | -3.2% | +7.0% | -10.2% | -7.2% |
| 30D | -19.0% | -20.6% | +1.6% | -4.0% |
| 3M | -28.4% | -24.8% | -3.7% | -12.5% |
| 6M | -39.2% | -10.7% | -28.5% | -33.9% |
| YTD | +82.1% | +54.3% | +27.8% | +37.6% |
| 1Y | +84.7% | +73.7% | +10.9% | +29.1% |
| 3Y | +825.6% | +168.4% | +657.2% | +354.3% |
| 5Y | +608.2% | +167.6% | +440.6% | +228.0% |
| 10Y | +695.1% | +1,425.2% | -730.1% | +1.2% |
| All | +695.1% | +1,442.3% | -747.2% | +1.2% |
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