+61.8%
BEN vs AMBA
-0.9%
+62.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +6.1% | -1.4% | +3.5% |
| 7D | +6.6% | -7.2% | +13.8% | +8.2% |
| 30D | +3.8% | -10.4% | +14.2% | +5.9% |
| 3M | +0.2% | -30.1% | +30.3% | +7.0% |
| 6M | +10.4% | -22.4% | +32.9% | +11.7% |
| YTD | +46.2% | -17.3% | +63.5% | +44.3% |
| 1Y | +52.3% | -35.4% | +87.6% | +57.3% |
| 3Y | +65.9% | +18.6% | +47.3% | +40.1% |
| 5Y | +20.6% | -69.8% | +90.4% | +25.7% |
| All | +61.8% | -0.9% | +62.6% | +16.7% |
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