+38.0%
EQT vs AMBA
+26.5%
+11.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.5% | -2.2% | +1.1% |
| 7D | +0.3% | +2.6% | -2.3% | +0.1% |
| 30D | -0.7% | -3.6% | +2.9% | -0.5% |
| 3M | -2.8% | -24.6% | +21.8% | -0.9% |
| 6M | -6.1% | -21.6% | +15.5% | -5.8% |
| YTD | -0.5% | -11.8% | +11.3% | -2.3% |
| 1Y | -12.1% | -33.2% | +21.0% | -10.9% |
| All | +38.0% | +26.5% | +11.5% | +19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling