+991.6%
WDC vs AMAT
+267.3%
+724.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.9% | +1.6% |
| 7D | +7.5% | +6.9% | +0.5% | +2.6% |
| 30D | +10.1% | -10.1% | +20.2% | +18.1% |
| 3M | -6.8% | -6.0% | -0.8% | -2.5% |
| 6M | +84.1% | +38.6% | +45.5% | +49.5% |
| YTD | +180.3% | +83.1% | +97.2% | +91.7% |
| 1Y | +411.1% | +188.3% | +222.7% | +165.7% |
| 3Y | +1,375.0% | +225.3% | +1,149.7% | +570.4% |
| 5Y | +991.6% | +262.0% | +729.6% | +326.7% |
| All | +991.6% | +267.3% | +724.2% | +326.7% |
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