+608.2%
WDC vs AMAT
+170.5%
+437.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -4.2% |
| 3M | -28.4% | -24.8% | -3.7% | -12.7% |
| 6M | -39.2% | -10.7% | -28.5% | -33.7% |
| YTD | +82.1% | +54.3% | +27.8% | +40.4% |
| 1Y | +84.7% | +73.7% | +10.9% | +32.4% |
| 3Y | +825.6% | +168.4% | +657.2% | +380.2% |
| 5Y | +608.2% | +167.6% | +440.6% | +230.2% |
| All | +608.2% | +170.5% | +437.7% | +230.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling