+2,901.0%
DELL vs AMBA
-11.5%
+2,912.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.1% | -2.5% | +2.2% |
| 7D | -22.6% | -7.2% | -15.3% | -20.9% |
| 30D | -43.2% | -10.4% | -32.8% | -41.4% |
| 3M | -24.8% | -30.1% | +5.3% | -18.2% |
| 6M | +38.0% | -22.4% | +60.4% | +40.8% |
| YTD | +163.7% | -17.3% | +181.1% | +160.6% |
| 1Y | +122.5% | -35.4% | +157.9% | +131.9% |
| 3Y | +377.0% | +18.6% | +358.3% | +304.1% |
| 5Y | +542.6% | -69.8% | +612.4% | +580.3% |
| 10Y | +2,554.1% | +1.1% | +2,553.0% | +1,690.5% |
| All | +2,901.0% | -11.5% | +2,912.5% | +1,960.0% |
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