+59.3%
AMAT vs BN
-7.9%
+67.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.9% | +1.3% |
| 7D | -2.5% | +4.3% | -6.8% | -4.2% |
| 30D | -26.5% | +14.3% | -40.8% | -31.6% |
| 3M | -28.6% | -4.1% | -24.5% | -26.5% |
| 6M | -14.2% | -9.7% | -4.6% | -8.5% |
| YTD | +45.5% | -7.1% | +52.6% | +50.0% |
| 1Y | +59.3% | -7.4% | +66.8% | +64.9% |
| All | +59.3% | -7.9% | +67.3% | +64.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling