+1,370.8%
AMAT vs BEN
+55.0%
+1,315.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.6% | -0.2% |
| 7D | -2.5% | +12.1% | -14.6% | -8.4% |
| 30D | -26.5% | +13.4% | -39.9% | -31.4% |
| 3M | -28.6% | +9.4% | -37.9% | -31.9% |
| 6M | -14.2% | +19.3% | -33.5% | -22.1% |
| YTD | +45.5% | +57.3% | -11.8% | +11.7% |
| 1Y | +59.3% | +69.1% | -9.8% | +17.2% |
| 3Y | +153.1% | +85.6% | +67.5% | +67.1% |
| 5Y | +158.2% | +32.9% | +125.2% | +106.5% |
| 10Y | +1,370.8% | +58.3% | +1,312.5% | +918.5% |
| All | +1,370.8% | +55.0% | +1,315.8% | +918.5% |
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