+36.0%
BEN vs AMBA
+722.2%
-686.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -9.4% | +4.5% | -3.2% |
| 7D | -0.4% | -14.6% | +14.2% | +2.4% |
| 30D | -0.7% | -18.8% | +18.1% | +2.8% |
| 3M | -6.8% | -32.6% | +25.8% | -0.7% |
| 6M | +7.9% | -25.8% | +33.7% | +9.9% |
| YTD | +39.6% | -22.1% | +61.7% | +39.8% |
| 1Y | +48.5% | -36.2% | +84.7% | +53.3% |
| 3Y | +55.7% | +10.0% | +45.7% | +37.8% |
| 5Y | +15.1% | -71.6% | +86.7% | +21.0% |
| 10Y | +57.4% | -4.7% | +62.1% | +26.8% |
| All | +36.0% | +722.2% | -686.2% | -16.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling