+1,315.3%
AMAT vs BEN
+70.4%
+1,244.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +6.3% | +5.0% | +7.6% |
| 7D | -1.1% | +12.2% | -13.3% | -7.2% |
| 30D | -26.9% | +12.1% | -39.0% | -31.3% |
| 3M | -31.2% | +7.3% | -38.5% | -33.6% |
| 6M | -14.7% | +17.9% | -32.6% | -22.0% |
| YTD | +44.7% | +55.4% | -10.7% | +11.8% |
| 1Y | +62.0% | +69.3% | -7.4% | +19.0% |
| 3Y | +165.0% | +82.8% | +82.1% | +76.4% |
| 5Y | +147.1% | +28.8% | +118.3% | +101.2% |
| 10Y | +1,315.3% | +53.9% | +1,261.4% | +882.2% |
| All | +1,315.3% | +70.4% | +1,244.8% | +882.2% |
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