+1,574.6%
BE vs AMAT
+202.3%
+1,372.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +4.3% | +3.0% | +4.6% |
| 7D | +20.0% | -1.5% | +21.5% | +21.1% |
| 30D | +7.9% | -14.8% | +22.7% | +19.7% |
| 3M | -13.2% | -9.3% | -3.9% | -6.6% |
| 6M | +53.5% | +27.4% | +26.1% | +37.0% |
| YTD | +191.0% | +77.6% | +113.5% | +122.6% |
| 1Y | +360.5% | +188.9% | +171.6% | +200.5% |
| All | +1,574.6% | +202.3% | +1,372.3% | +889.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling