+254.8%
AMAT vs BBY
+2.0%
+252.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.2% | +1.1% | +3.2% |
| 7D | -1.5% | +9.5% | -11.0% | -4.8% |
| 30D | -14.8% | +6.8% | -21.6% | -17.2% |
| 3M | -9.3% | +28.9% | -38.1% | -18.6% |
| 6M | +27.4% | +37.8% | -10.4% | +9.5% |
| YTD | +77.6% | +38.7% | +38.8% | +50.9% |
| 1Y | +188.9% | +23.7% | +165.3% | +157.8% |
| 3Y | +202.3% | +39.1% | +163.2% | +138.1% |
| All | +254.8% | +2.0% | +252.8% | +184.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling