+49.5%
EQT vs AMBA
+8.8%
+40.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.8% |
| 7D | -1.2% | +7.1% | -8.3% | -2.2% |
| 30D | +1.1% | -18.1% | +19.2% | +3.8% |
| 3M | +4.8% | +8.4% | -3.6% | +1.7% |
| 6M | -10.6% | +25.7% | -36.3% | -16.4% |
| YTD | +3.4% | -4.2% | +7.6% | +0.1% |
| 1Y | +8.7% | -18.7% | +27.4% | +6.7% |
| 3Y | +35.0% | +13.3% | +21.6% | +19.7% |
| 5Y | +204.2% | -54.2% | +258.5% | +188.1% |
| All | +49.5% | +8.8% | +40.7% | +5.3% |
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