+291.2%
BNY vs AMBA
+5.1%
+286.1%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.3% |
| 7D | +1.5% | -6.4% | +7.9% | +2.1% |
| 30D | +3.3% | -26.8% | +30.2% | +6.7% |
| 3M | +15.3% | -7.6% | +22.9% | +14.6% |
| 6M | +42.5% | +21.2% | +21.3% | +34.9% |
| YTD | +42.0% | -10.4% | +52.4% | +39.5% |
| 1Y | +59.3% | -24.4% | +83.7% | +58.6% |
| 3Y | +291.2% | +6.0% | +285.2% | +252.3% |
| All | +291.2% | +5.1% | +286.1% | +252.3% |
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 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