+40.8%
EQX vs AMBA
-69.1%
+109.9%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.1% | -5.0% | -6.8% |
| 7D | +12.3% | -2.6% | +14.9% | +12.6% |
| 30D | -1.7% | -10.5% | +8.8% | -0.2% |
| 3M | -2.9% | -26.4% | +23.5% | +1.1% |
| 6M | -21.2% | -20.9% | -0.3% | -20.6% |
| YTD | -19.7% | -14.8% | -4.9% | -20.8% |
| 1Y | -7.6% | -36.1% | +28.4% | -5.3% |
| 3Y | +147.3% | +20.2% | +127.1% | +120.2% |
| 5Y | +40.8% | -67.2% | +108.0% | +17.7% |
| All | +40.8% | -69.1% | +109.9% | +17.7% |
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