+668.0%
BE vs AMAT
+784.1%
-116.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.7% | -2.2% | -3.0% |
| 7D | +10.8% | +11.4% | -0.5% | +3.2% |
| 30D | -19.8% | -17.0% | -2.7% | -7.1% |
| 3M | -18.7% | -30.6% | +11.9% | +6.2% |
| 6M | -33.7% | -14.9% | -18.8% | -24.4% |
| YTD | +121.0% | +44.7% | +76.3% | +79.4% |
| 1Y | +85.4% | +66.9% | +18.5% | +38.2% |
| 3Y | +1,709.5% | +153.3% | +1,556.2% | +831.2% |
| 5Y | +462.2% | +146.2% | +316.0% | +181.3% |
| All | +668.0% | +784.1% | -116.1% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMAT.
Daily Out/Under-Performance
Portfolio return minus AMAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMAT 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 AMAT 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