+1,425.2%
AMAT vs BN
+281.2%
+1,144.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.8% | +6.6% |
| 7D | +7.0% | -2.4% | +9.4% | +9.2% |
| 30D | -20.6% | +13.5% | -34.1% | -27.8% |
| 3M | -24.8% | -5.9% | -18.8% | -21.9% |
| 6M | -10.7% | -8.9% | -1.8% | -5.8% |
| YTD | +54.3% | -7.9% | +62.2% | +60.5% |
| 1Y | +73.7% | -8.3% | +82.0% | +81.3% |
| 3Y | +168.4% | +100.8% | +67.6% | +55.6% |
| 5Y | +167.6% | +38.2% | +129.3% | +100.2% |
| 10Y | +1,425.2% | +302.3% | +1,122.9% | +459.0% |
| All | +1,425.2% | +281.2% | +1,144.0% | +459.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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