+366.9%
ETR vs AMBA
+12.8%
+354.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.3% | -4.2% | +0.9% |
| 7D | +1.7% | 0.0% | +1.8% | +1.7% |
| 30D | +8.7% | -8.6% | +17.3% | +9.2% |
| 3M | +4.9% | -29.0% | +33.9% | +6.6% |
| 6M | +0.8% | -19.2% | +20.0% | +0.8% |
| YTD | +23.1% | -13.0% | +36.1% | +22.1% |
| 1Y | +17.9% | -31.3% | +49.1% | +18.4% |
| 3Y | +154.5% | +28.1% | +126.4% | +139.8% |
| 5Y | +160.3% | -69.4% | +229.7% | +162.3% |
| 10Y | +366.9% | +7.6% | +359.3% | +293.1% |
| All | +366.9% | +12.8% | +354.1% | +293.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling