+641.7%
BE vs AMAT
+788.9%
-147.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.5% | -4.9% | -4.7% |
| 7D | -13.4% | -2.5% | -10.9% | -11.2% |
| 30D | -33.9% | -26.5% | -7.4% | -17.0% |
| 3M | -12.0% | -28.6% | +16.6% | +12.6% |
| 6M | -29.0% | -14.2% | -14.7% | -19.6% |
| YTD | +113.4% | +45.5% | +67.9% | +71.9% |
| 1Y | +33.2% | +59.3% | -26.2% | +2.4% |
| 3Y | +1,659.2% | +153.1% | +1,506.1% | +802.5% |
| 5Y | +461.4% | +158.2% | +303.2% | +170.8% |
| All | +641.7% | +788.9% | -147.2% | +65.3% |
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