+64.8%
BE vs AMAT
+70.8%
-6.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +6.1% | +6.9% | +7.0% |
| 7D | +4.5% | +7.0% | -2.4% | -1.3% |
| 30D | -20.1% | -20.6% | +0.5% | +0.1% |
| 3M | -0.8% | -24.8% | +23.9% | +30.7% |
| 6M | -26.2% | -10.7% | -15.5% | -21.0% |
| YTD | +141.1% | +54.3% | +86.8% | +23.1% |
| 1Y | +64.8% | +73.7% | -8.9% | -30.8% |
| All | +64.8% | +70.8% | -6.0% | -30.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling