+126.7%
AMAT vs BBY
-2.4%
+129.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.1% |
| 7D | -14.7% | +4.2% | -18.9% | -16.0% |
| 30D | -36.1% | +17.8% | -53.9% | -40.0% |
| 3M | -36.9% | +25.8% | -62.7% | -42.6% |
| 6M | -22.2% | +73.8% | -96.0% | -38.9% |
| YTD | +29.9% | +54.7% | -24.8% | +5.4% |
| 1Y | +43.3% | +33.4% | +9.9% | +24.0% |
| 3Y | +142.7% | +72.2% | +70.5% | +72.5% |
| All | +126.7% | -2.4% | +129.2% | +80.3% |
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