+126.7%
AMAT vs BEN
+19.4%
+107.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.7% | -0.5% | +1.3% |
| 7D | -14.7% | +6.6% | -21.3% | -17.9% |
| 30D | -36.1% | +3.8% | -39.9% | -37.4% |
| 3M | -36.9% | +0.2% | -37.1% | -36.7% |
| 6M | -22.2% | +10.4% | -32.6% | -26.5% |
| YTD | +29.9% | +46.2% | -16.2% | +2.3% |
| 1Y | +43.3% | +52.3% | -9.0% | +9.7% |
| 3Y | +142.7% | +65.9% | +76.7% | +63.1% |
| All | +126.7% | +19.4% | +107.3% | +94.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling