+373.4%
ETR vs AMBA
+4.3%
+369.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | 0.0% |
| 7D | +2.6% | -2.6% | +5.2% | +2.7% |
| 30D | +8.7% | -10.5% | +19.2% | +9.2% |
| 3M | +6.4% | -26.4% | +32.8% | +7.9% |
| 6M | +0.7% | -20.9% | +21.6% | +0.8% |
| YTD | +23.0% | -14.8% | +37.8% | +22.2% |
| 1Y | +17.9% | -36.1% | +54.0% | +19.0% |
| 3Y | +154.9% | +20.2% | +134.7% | +141.2% |
| 5Y | +157.3% | -67.2% | +224.5% | +157.7% |
| 10Y | +373.4% | +5.0% | +368.4% | +298.9% |
| All | +373.4% | +4.3% | +369.0% | +298.9% |
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