+316.9%
BNY vs AMBA
-0.9%
+317.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.6% |
| 7D | +3.9% | +2.7% | +1.2% | +3.4% |
| 30D | +11.9% | -2.2% | +14.1% | +12.1% |
| 3M | -5.0% | -26.6% | +21.6% | -0.8% |
| 6M | +14.6% | -26.8% | +41.4% | +16.7% |
| YTD | +34.5% | -15.1% | +49.6% | +32.2% |
| 1Y | +40.6% | -32.3% | +72.9% | +42.9% |
| 3Y | +261.7% | +19.8% | +241.9% | +213.6% |
| 5Y | +192.3% | -69.2% | +261.5% | +199.9% |
| All | +316.9% | -0.9% | +317.8% | +196.3% |
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