+61.0%
BEN vs AMBA
+7.9%
+53.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.5% | -3.5% | -0.7% |
| 7D | +7.2% | +2.6% | +4.6% | +6.6% |
| 30D | +14.1% | -3.6% | +17.7% | +14.8% |
| 3M | +9.9% | -24.6% | +34.5% | +15.6% |
| 6M | +17.4% | -21.6% | +39.0% | +18.6% |
| YTD | +57.3% | -11.8% | +69.1% | +53.2% |
| 1Y | +66.9% | -33.2% | +100.1% | +71.5% |
| 3Y | +85.7% | +24.5% | +61.2% | +55.3% |
| 5Y | +31.2% | -67.7% | +98.9% | +35.1% |
| 10Y | +61.0% | +4.7% | +56.3% | +14.8% |
| All | +61.0% | +7.9% | +53.2% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling