+60.5%
FND vs AMBA
+7.8%
+52.7%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.1% | -1.5% | -2.9% |
| 7D | +6.8% | -2.7% | +9.5% | +7.5% |
| 30D | +13.1% | -10.5% | +23.5% | +16.2% |
| 3M | -13.1% | -26.4% | +13.4% | -6.1% |
| 6M | -0.6% | -20.9% | +20.3% | -0.6% |
| YTD | -15.5% | -14.8% | -0.7% | -18.7% |
| 1Y | -13.7% | -36.1% | +22.4% | -9.9% |
| 3Y | -35.0% | +20.2% | -55.2% | -49.6% |
| 5Y | -60.1% | -67.2% | +7.2% | -57.3% |
| All | +60.5% | +7.8% | +52.7% | +3.8% |
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 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