+195.3%
EQT vs AMBA
-50.1%
+245.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +8.4% | -9.3% | -1.7% |
| 7D | -2.0% | +2.5% | -4.5% | -2.3% |
| 30D | +1.0% | -16.1% | +17.2% | +2.7% |
| 3M | +4.0% | +4.6% | -0.6% | +2.2% |
| 6M | -11.7% | +29.2% | -40.9% | -16.2% |
| YTD | +2.8% | -2.9% | +5.7% | +0.3% |
| 1Y | +10.0% | -18.7% | +28.7% | +8.7% |
| 3Y | +34.1% | +14.9% | +19.3% | +22.0% |
| 5Y | +195.3% | -53.0% | +248.3% | +163.1% |
| All | +195.3% | -50.1% | +245.4% | +163.1% |
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