+528.7%
WDC vs AMAT
+123.9%
+404.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.2% | -5.7% | -4.4% |
| 7D | -28.0% | -14.7% | -13.2% | -18.7% |
| 30D | -34.9% | -36.1% | +1.2% | -10.2% |
| 3M | -41.6% | -36.9% | -4.7% | -19.4% |
| 6M | -45.4% | -22.2% | -23.2% | -34.2% |
| YTD | +53.3% | +29.9% | +23.4% | +33.3% |
| 1Y | +61.5% | +43.3% | +18.3% | +32.5% |
| 3Y | +712.3% | +142.7% | +569.7% | +353.7% |
| All | +528.7% | +123.9% | +404.8% | +231.5% |
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