+160.5%
ETR vs AMBA
-70.4%
+231.0%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.1% | -5.9% | 0.0% |
| 7D | +0.4% | -7.2% | +7.6% | +0.6% |
| 30D | +7.5% | -10.4% | +17.9% | +7.8% |
| 3M | +4.4% | -30.1% | +34.6% | +5.5% |
| 6M | -1.5% | -22.4% | +20.9% | -1.5% |
| YTD | +21.8% | -17.3% | +39.1% | +21.3% |
| 1Y | +18.4% | -35.4% | +53.8% | +19.1% |
| 3Y | +148.5% | +18.6% | +129.9% | +138.5% |
| All | +160.5% | -70.4% | +231.0% | +150.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling