+569.8%
DELL vs AMBA
-69.7%
+639.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -1.5% | -5.6% | -6.8% |
| 7D | +4.9% | +2.7% | +2.2% | +4.3% |
| 30D | -32.1% | -2.2% | -29.9% | -31.3% |
| 3M | -30.2% | -26.6% | -3.6% | -24.9% |
| 6M | +41.7% | -26.8% | +68.5% | +46.6% |
| YTD | +176.6% | -15.1% | +191.7% | +170.4% |
| 1Y | +159.9% | -32.3% | +192.2% | +167.7% |
| 3Y | +388.0% | +19.8% | +368.2% | +305.2% |
| All | +569.8% | -69.7% | +639.5% | +533.3% |
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 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