+58.1%
EQT vs AMBA
-0.9%
+59.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.1% |
| 7D | +6.9% | +2.7% | +4.2% | +6.5% |
| 30D | +0.4% | -2.2% | +2.6% | +0.5% |
| 3M | -2.0% | -26.6% | +24.6% | +1.7% |
| 6M | -5.0% | -26.8% | +21.8% | -3.6% |
| YTD | -0.3% | -15.1% | +14.8% | -2.2% |
| 1Y | -11.3% | -32.3% | +21.0% | -10.4% |
| 3Y | +38.3% | +19.8% | +18.5% | +20.8% |
| 5Y | +166.4% | -69.2% | +235.6% | +171.7% |
| All | +58.1% | -0.9% | +59.0% | +11.3% |
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