+26.9%
BMY vs AMBA
-1.0%
+27.9%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.9% |
| 7D | +0.4% | -11.0% | +11.3% | +0.3% |
| 30D | +5.0% | -23.2% | +28.2% | +4.8% |
| 3M | +19.4% | -12.7% | +32.1% | +19.2% |
| 6M | +9.5% | +11.2% | -1.7% | +8.6% |
| YTD | +28.1% | -11.2% | +39.3% | +27.2% |
| 1Y | +50.0% | -22.5% | +72.5% | +49.3% |
| All | +26.9% | -1.0% | +27.9% | +20.1% |
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