+1,683.6%
BE vs AMAT
+161.8%
+1,521.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +11.4% | +0.5% | +4.0% |
| 7D | -1.2% | -1.1% | -0.1% | +0.3% |
| 30D | -30.9% | -26.9% | -4.0% | -13.9% |
| 3M | -11.6% | -31.2% | +19.6% | +14.6% |
| 6M | -25.7% | -14.7% | -11.0% | -14.5% |
| YTD | +123.1% | +44.7% | +78.4% | +97.5% |
| 1Y | +43.4% | +62.0% | -18.6% | +21.9% |
| 3Y | +1,683.6% | +165.0% | +1,518.7% | +1,139.4% |
| All | +1,683.6% | +161.8% | +1,521.8% | +1,139.4% |
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 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