+1,321.9%
AMAT vs BB
+21.8%
+1,300.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.4% | -0.3% | -2.1% |
| 7D | +11.4% | +1.8% | +9.5% | +11.0% |
| 30D | -17.0% | +8.1% | -25.2% | -18.7% |
| 3M | -30.6% | -1.0% | -29.6% | -30.9% |
| 6M | -14.9% | +45.9% | -60.8% | -23.1% |
| YTD | +44.7% | +134.8% | -90.1% | +15.8% |
| 1Y | +66.9% | +104.6% | -37.7% | +37.4% |
| 3Y | +153.3% | +152.8% | +0.5% | +87.2% |
| 5Y | +146.2% | -17.4% | +163.7% | +124.5% |
| All | +1,321.9% | +21.8% | +1,300.2% | +782.3% |
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