+250.0%
EQX vs AMBA
+83.6%
+166.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.3% |
| 7D | -1.4% | -11.0% | +9.6% | -0.1% |
| 30D | +24.4% | -23.2% | +47.5% | +28.1% |
| 3M | +11.6% | -12.7% | +24.3% | +12.1% |
| 6M | -25.0% | +11.2% | -36.2% | -27.5% |
| YTD | -8.4% | -11.2% | +2.8% | -9.5% |
| 1Y | +43.4% | -22.5% | +65.9% | +43.0% |
| 3Y | +162.0% | -1.3% | +163.3% | +146.4% |
| 5Y | +70.1% | -54.2% | +124.3% | +58.3% |
| All | +250.0% | +83.6% | +166.4% | +332.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling