+322.0%
BNY vs AMBA
+7.9%
+314.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.5% | -2.5% | +0.5% |
| 7D | 0.0% | +2.6% | -2.6% | -0.5% |
| 30D | +7.4% | -3.6% | +10.9% | +7.8% |
| 3M | -4.3% | -24.6% | +20.3% | -0.5% |
| 6M | +16.2% | -21.6% | +37.8% | +17.0% |
| YTD | +33.9% | -11.8% | +45.6% | +30.8% |
| 1Y | +39.7% | -33.2% | +72.9% | +42.4% |
| 3Y | +258.0% | +24.5% | +233.5% | +208.5% |
| 5Y | +191.4% | -67.7% | +259.0% | +196.5% |
| 10Y | +322.0% | +4.7% | +317.3% | +198.1% |
| All | +322.0% | +7.9% | +314.1% | +198.1% |
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 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