+105.8%
DAL vs AMBA
-54.5%
+160.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.0% |
| 7D | +0.1% | -11.0% | +11.1% | +3.1% |
| 30D | -13.9% | -23.2% | +9.2% | -8.1% |
| 3M | +1.1% | -12.7% | +13.8% | +1.1% |
| 6M | +26.2% | +11.2% | +15.0% | +15.9% |
| YTD | +16.4% | -11.2% | +27.6% | +13.1% |
| 1Y | +33.9% | -22.5% | +56.4% | +32.5% |
| 3Y | +93.4% | -1.3% | +94.7% | +66.3% |
| All | +105.8% | -54.5% | +160.4% | +88.1% |
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 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