+46.0%
DGX vs AMBA
-25.6%
+71.6%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.2% | +3.5% |
| 7D | +4.1% | -8.1% | +12.2% | +4.0% |
| 30D | +10.5% | -10.8% | +21.3% | +10.4% |
| 3M | +9.8% | -25.9% | +35.7% | +9.6% |
| 6M | +34.6% | -13.9% | +48.4% | +34.4% |
| YTD | +49.8% | -14.0% | +63.8% | +50.2% |
| 1Y | +46.0% | -25.7% | +71.7% | +47.6% |
| All | +46.0% | -25.6% | +71.6% | +47.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling