+179.4%
AMAT vs BNY
+58.4%
+120.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +4.2% | -1.1% | +5.2% | +5.0% |
| 30D | -13.5% | +1.4% | -14.9% | -14.5% |
| 3M | -8.6% | +16.8% | -25.4% | -18.8% |
| 6M | +31.6% | +42.0% | -10.4% | 0.0% |
| YTD | +77.3% | +41.9% | +35.4% | +32.7% |
| 1Y | +179.4% | +59.2% | +120.2% | +98.8% |
| All | +179.4% | +58.4% | +120.9% | +98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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