+1,707.5%
AMAT vs BBY
+236.2%
+1,471.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.6% | -0.3% |
| 7D | +6.9% | +1.2% | +5.7% | +6.4% |
| 30D | -10.1% | +6.8% | -16.9% | -12.9% |
| 3M | -6.0% | +18.7% | -24.7% | -13.5% |
| 6M | +38.6% | +37.3% | +1.4% | +18.1% |
| YTD | +83.1% | +35.3% | +47.8% | +55.4% |
| 1Y | +188.3% | +20.7% | +167.7% | +156.8% |
| 3Y | +225.3% | +39.4% | +185.9% | +157.0% |
| 5Y | +262.0% | -1.5% | +263.4% | +223.6% |
| 10Y | +1,707.5% | +239.8% | +1,467.7% | +1,009.5% |
| All | +1,707.5% | +236.2% | +1,471.3% | +1,009.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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