+56.2%
BEN vs AMBA
-1.0%
+57.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.6% |
| 7D | +0.2% | -11.0% | +11.2% | +2.0% |
| 30D | -0.5% | -23.2% | +22.6% | +3.5% |
| 3M | +9.7% | -12.7% | +22.4% | +9.9% |
| 6M | +33.9% | +11.2% | +22.7% | +26.3% |
| YTD | +49.0% | -11.2% | +60.2% | +45.7% |
| 1Y | +42.1% | -22.5% | +64.7% | +40.7% |
| All | +56.2% | -1.0% | +57.1% | +40.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling