+286.6%
DGX vs AMBA
+7.9%
+278.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -0.1% |
| 7D | +1.2% | +2.6% | -1.4% | +1.0% |
| 30D | +11.2% | -3.6% | +14.8% | +11.4% |
| 3M | +9.3% | -24.6% | +33.9% | +11.1% |
| 6M | +37.4% | -21.6% | +59.0% | +37.7% |
| YTD | +51.6% | -11.8% | +63.4% | +49.9% |
| 1Y | +39.3% | -33.2% | +72.5% | +40.5% |
| 3Y | +106.1% | +24.5% | +81.6% | +91.2% |
| 5Y | +92.2% | -67.7% | +159.9% | +93.6% |
| 10Y | +286.6% | +4.7% | +281.8% | +206.4% |
| All | +286.6% | +7.9% | +278.7% | +206.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling