+593.0%
BE vs AMAT
+693.9%
-101.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.2% | -0.8% | +0.4% |
| 7D | -14.7% | -14.7% | 0.0% | -3.9% |
| 30D | -40.5% | -36.1% | -4.4% | -17.7% |
| 3M | -24.3% | -36.9% | +12.5% | +5.4% |
| 6M | -39.3% | -22.2% | -17.1% | -26.4% |
| YTD | +99.4% | +29.9% | +69.5% | +73.8% |
| 1Y | +26.6% | +43.3% | -16.7% | +4.9% |
| 3Y | +1,616.9% | +142.7% | +1,474.3% | +802.6% |
| 5Y | +441.4% | +126.2% | +315.2% | +186.1% |
| All | +593.0% | +693.9% | -101.0% | +67.1% |
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