+82.5%
EQX vs AMBA
-50.1%
+132.6%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +8.4% | -6.7% | +0.5% |
| 7D | +1.7% | +2.5% | -0.7% | +1.3% |
| 30D | +11.1% | -16.1% | +27.2% | +13.6% |
| 3M | +23.1% | +4.6% | +18.5% | +20.6% |
| 6M | -21.8% | +29.2% | -51.0% | -26.8% |
| YTD | -8.1% | -2.9% | -5.2% | -10.8% |
| 1Y | +29.7% | -18.7% | +48.4% | +28.1% |
| 3Y | +179.9% | +14.9% | +165.0% | +152.6% |
| 5Y | +82.5% | -53.0% | +135.5% | +56.0% |
| All | +82.5% | -50.1% | +132.6% | +56.0% |
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