+293.1%
DGX vs AMBA
+12.8%
+280.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.3% | -3.7% | +1.2% |
| 7D | +3.5% | 0.0% | +3.6% | +3.5% |
| 30D | +12.4% | -8.6% | +21.0% | +13.0% |
| 3M | +9.3% | -29.0% | +38.3% | +11.6% |
| 6M | +39.7% | -19.2% | +58.9% | +39.7% |
| YTD | +52.2% | -13.0% | +65.1% | +50.7% |
| 1Y | +47.1% | -31.3% | +78.4% | +48.0% |
| 3Y | +108.8% | +28.1% | +80.6% | +93.0% |
| 5Y | +101.4% | -69.4% | +170.8% | +103.8% |
| 10Y | +293.1% | +7.6% | +285.4% | +211.5% |
| All | +293.1% | +12.8% | +280.2% | +211.5% |
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