+182.5%
EQX vs AMBA
+78.3%
+104.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -2.0% | -4.0% |
| 7D | -8.3% | +10.7% | -19.0% | -9.4% |
| 30D | -4.7% | -5.0% | +0.3% | -4.2% |
| 3M | -10.1% | -26.9% | +16.8% | -7.1% |
| 6M | -29.9% | -21.9% | -8.0% | -29.3% |
| YTD | -26.0% | -13.8% | -12.2% | -26.8% |
| 1Y | -21.0% | -36.1% | +15.1% | -19.3% |
| 3Y | +127.7% | +21.6% | +106.1% | +109.3% |
| 5Y | +22.0% | -68.8% | +90.8% | +16.3% |
| All | +182.5% | +78.3% | +104.3% | +249.5% |
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