+1,321.9%
AMAT vs BEN
+58.7%
+1,263.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.2% | -3.0% |
| 7D | +11.4% | +6.8% | +4.6% | +7.4% |
| 30D | -17.0% | +18.0% | -35.0% | -24.4% |
| 3M | -30.6% | +7.5% | -38.1% | -33.1% |
| 6M | -14.9% | +14.7% | -29.7% | -21.0% |
| YTD | +44.7% | +56.1% | -11.4% | +11.5% |
| 1Y | +66.9% | +69.6% | -2.7% | +22.5% |
| 3Y | +153.3% | +87.7% | +65.6% | +65.9% |
| 5Y | +146.2% | +28.6% | +117.6% | +100.5% |
| All | +1,321.9% | +58.7% | +1,263.2% | +878.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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