+108.2%
EOG vs AMBA
-68.7%
+177.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.3% | +3.5% | +1.4% |
| 7D | +7.4% | +10.7% | -3.3% | +6.6% |
| 30D | +2.3% | -5.0% | +7.3% | +2.6% |
| 3M | +9.5% | -26.9% | +36.4% | +11.5% |
| 6M | +17.7% | -21.9% | +39.6% | +17.8% |
| YTD | +52.9% | -13.8% | +66.7% | +51.0% |
| 1Y | +47.7% | -36.1% | +83.7% | +49.8% |
| 3Y | +41.1% | +21.6% | +19.5% | +29.3% |
| 5Y | +108.2% | -68.8% | +177.0% | +96.2% |
| All | +108.2% | -68.7% | +177.0% | +96.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling