+4,681.2%
DELL vs AMBA
-4.9%
+4,686.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.7% |
| 7D | +14.9% | -11.0% | +25.8% | +17.8% |
| 30D | +13.3% | -23.2% | +36.4% | +20.1% |
| 3M | +24.4% | -12.7% | +37.1% | +25.9% |
| 6M | +258.0% | +11.2% | +246.8% | +232.1% |
| YTD | +320.2% | -11.2% | +331.4% | +306.8% |
| 1Y | +319.1% | -22.5% | +341.6% | +313.4% |
| 3Y | +706.5% | -1.3% | +707.8% | +610.6% |
| 5Y | +1,071.9% | -54.2% | +1,126.1% | +1,012.8% |
| 10Y | +4,683.5% | -6.1% | +4,689.6% | +3,132.7% |
| All | +4,681.2% | -4.9% | +4,686.2% | +3,116.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling