+11,850.9%
WDC vs AMAT
+119,465.2%
-107,614.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.6% | +2.9% | +1.0% |
| 7D | +16.3% | +19.3% | -3.0% | +7.0% |
| 30D | -18.3% | -17.9% | -0.3% | -9.3% |
| 3M | -31.4% | -30.4% | -1.0% | -18.2% |
| 6M | -36.3% | -11.4% | -24.8% | -31.3% |
| YTD | +80.8% | +48.8% | +32.1% | +55.6% |
| 1Y | +87.7% | +66.0% | +21.7% | +54.1% |
| 3Y | +819.4% | +158.8% | +660.6% | +506.1% |
| 5Y | +583.2% | +153.2% | +430.0% | +346.0% |
| 10Y | +689.8% | +1,370.6% | -680.9% | +145.3% |
| All | +11,850.9% | +119,465.2% | -107,614.3% | +690.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling