+137,736.4%
AMAT vs BAC
+1,396.9%
+136,339.5%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.1% | +4.4% | +4.3% |
| 7D | -1.5% | +1.1% | -2.6% | -1.9% |
| 30D | -14.8% | -0.4% | -14.4% | -14.8% |
| 3M | -9.3% | +16.9% | -26.2% | -14.5% |
| 6M | +27.4% | +26.6% | +0.8% | +16.7% |
| YTD | +77.6% | +15.8% | +61.8% | +67.8% |
| 1Y | +188.9% | +27.2% | +161.8% | +163.6% |
| 3Y | +202.3% | +132.4% | +69.9% | +119.6% |
| 5Y | +248.9% | +72.6% | +176.3% | +181.6% |
| 10Y | +1,585.2% | +389.7% | +1,195.5% | +847.9% |
| All | +137,736.4% | +1,396.9% | +136,339.5% | +28,128.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded BAC 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling