-1.7%
AMBA vs BUD
+50.7%
-52.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -0.9% | -0.8% |
| 7D | -11.0% | +0.3% | -11.2% | -11.0% |
| 30D | -23.2% | -5.7% | -17.5% | -22.5% |
| 3M | -12.7% | +3.1% | -15.8% | -13.9% |
| 6M | +11.2% | +7.9% | +3.3% | +8.7% |
| YTD | -11.2% | +27.3% | -38.6% | -16.6% |
| 1Y | -22.5% | +37.8% | -60.4% | -28.6% |
| All | -1.7% | +50.7% | -52.4% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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