+31.2%
BEN vs AMBA
-67.9%
+99.1%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.2% | +1.6% |
| 7D | +12.1% | -2.6% | +14.8% | +12.7% |
| 30D | +13.4% | -10.5% | +23.9% | +15.8% |
| 3M | +9.4% | -26.4% | +35.8% | +15.6% |
| 6M | +19.3% | -20.9% | +40.1% | +20.0% |
| YTD | +57.3% | -14.8% | +72.1% | +53.9% |
| 1Y | +69.1% | -36.1% | +105.2% | +75.3% |
| 3Y | +85.6% | +20.2% | +65.4% | +53.1% |
| All | +31.2% | -67.9% | +99.1% | +25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling