+96,674.4%
AMAT vs BEN
+4,597.0%
+92,077.4%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -4.9% | -8.7% | -11.1% |
| 7D | -24.3% | -0.4% | -23.9% | -24.0% |
| 30D | -39.8% | -0.7% | -39.1% | -39.5% |
| 3M | -40.2% | -6.8% | -33.4% | -37.8% |
| 6M | -22.1% | +7.9% | -30.0% | -24.7% |
| YTD | +24.7% | +39.6% | -14.9% | +5.1% |
| 1Y | +33.3% | +48.5% | -15.3% | +8.8% |
| 3Y | +133.9% | +55.7% | +78.1% | +79.7% |
| 5Y | +117.1% | +15.1% | +101.9% | +95.2% |
| 10Y | +1,158.7% | +57.4% | +1,101.3% | +809.0% |
| All | +96,674.4% | +4,597.0% | +92,077.4% | +16,176.6% |
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 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