+118.1%
DAL vs AMBA
-6.6%
+124.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -9.4% | +5.1% | -2.0% |
| 7D | +4.6% | -14.6% | +19.1% | +8.6% |
| 30D | +2.3% | -18.8% | +21.1% | +7.4% |
| 3M | -8.1% | -32.6% | +24.5% | +0.6% |
| 6M | +21.4% | -25.8% | +47.2% | +24.3% |
| YTD | +24.3% | -22.1% | +46.4% | +24.4% |
| 1Y | +47.4% | -36.2% | +83.6% | +53.7% |
| 3Y | +164.6% | +10.0% | +154.6% | +125.1% |
| 5Y | +100.2% | -71.6% | +171.8% | +114.7% |
| All | +118.1% | -6.6% | +124.7% | +48.7% |
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