+491.3%
BE vs AMAT
+156.7%
+334.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.6% | 0.0% | -1.0% |
| 7D | +20.5% | +19.3% | +1.2% | +6.5% |
| 30D | -23.4% | -17.9% | -5.4% | -10.4% |
| 3M | -14.9% | -30.4% | +15.6% | +11.1% |
| 6M | -28.1% | -11.4% | -16.6% | -19.9% |
| YTD | +132.4% | +48.8% | +83.6% | +87.8% |
| 1Y | +59.4% | +66.0% | -6.7% | +21.7% |
| 3Y | +1,815.8% | +158.8% | +1,657.0% | +890.1% |
| 5Y | +491.3% | +153.2% | +338.1% | +168.7% |
| All | +491.3% | +156.7% | +334.6% | +168.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling