+1,362.0%
AMAT vs BB
+24.8%
+1,337.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.0% | -0.6% | -2.8% |
| 7D | +19.3% | +9.0% | +10.4% | +17.0% |
| 30D | -17.9% | +7.7% | -25.6% | -19.5% |
| 3M | -30.4% | +4.0% | -34.4% | -31.6% |
| 6M | -11.4% | +46.6% | -58.1% | -20.1% |
| YTD | +48.8% | +140.6% | -91.9% | +18.4% |
| 1Y | +66.0% | +103.1% | -37.1% | +36.9% |
| 3Y | +158.8% | +150.5% | +8.3% | +91.7% |
| 5Y | +153.2% | -15.4% | +168.6% | +129.4% |
| All | +1,362.0% | +24.8% | +1,337.3% | +801.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling