+100,756.0%
AMAT vs BEN
+4,818.7%
+95,937.4%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.7% | -0.5% | +1.8% |
| 7D | -14.7% | +6.6% | -21.3% | -17.3% |
| 30D | -36.1% | +3.8% | -39.9% | -37.2% |
| 3M | -36.9% | +0.2% | -37.1% | -36.7% |
| 6M | -22.2% | +10.4% | -32.6% | -25.7% |
| YTD | +29.9% | +46.2% | -16.2% | +7.1% |
| 1Y | +43.3% | +52.3% | -9.0% | +15.5% |
| 3Y | +142.7% | +65.9% | +76.7% | +80.7% |
| 5Y | +126.2% | +20.6% | +105.7% | +98.8% |
| 10Y | +1,211.7% | +64.8% | +1,147.0% | +825.7% |
| All | +100,756.0% | +4,818.7% | +95,937.4% | +16,476.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling