+252.0%
BNY vs AMBA
-50.1%
+302.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.4% | -8.6% | -1.4% |
| 7D | +0.3% | +2.5% | -2.2% | -0.1% |
| 30D | +1.9% | -16.1% | +18.1% | +4.3% |
| 3M | +13.9% | +4.6% | +9.3% | +11.1% |
| 6M | +42.3% | +29.2% | +13.1% | +32.4% |
| YTD | +41.7% | -2.9% | +44.6% | +37.3% |
| 1Y | +57.8% | -18.7% | +76.5% | +55.6% |
| 3Y | +290.4% | +14.9% | +275.5% | +244.4% |
| 5Y | +252.0% | -53.0% | +305.0% | +216.9% |
| All | +252.0% | -50.1% | +302.1% | +216.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling