+153.1%
AMAT vs BEN
+87.4%
+65.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.6% | 0.0% |
| 7D | -2.5% | +12.1% | -14.6% | -7.2% |
| 30D | -26.5% | +13.4% | -39.9% | -30.4% |
| 3M | -28.6% | +9.4% | -37.9% | -31.2% |
| 6M | -14.2% | +19.3% | -33.5% | -20.2% |
| YTD | +45.5% | +57.3% | -11.8% | +20.8% |
| 1Y | +59.3% | +69.1% | -9.8% | +28.5% |
| 3Y | +153.1% | +85.6% | +67.5% | +82.6% |
| All | +153.1% | +87.4% | +65.7% | +82.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling