+195.1%
EQX vs AMBA
+82.5%
+112.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.5% | -7.4% | -4.2% |
| 7D | -4.3% | +2.6% | -6.8% | -4.6% |
| 30D | -3.6% | -3.6% | 0.0% | -3.2% |
| 3M | -7.2% | -24.6% | +17.4% | -4.4% |
| 6M | -27.1% | -21.6% | -5.5% | -26.5% |
| YTD | -22.8% | -11.8% | -11.0% | -23.8% |
| 1Y | -12.5% | -33.2% | +20.6% | -11.2% |
| 3Y | +137.8% | +24.5% | +113.3% | +118.0% |
| 5Y | +28.6% | -67.7% | +96.3% | +22.2% |
| All | +195.1% | +82.5% | +112.6% | +264.1% |
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 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