+162.4%
GE vs AMBA
+12.8%
+149.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +5.3% | -1.5% | +2.9% |
| 7D | +6.3% | 0.0% | +6.3% | +6.2% |
| 30D | +8.9% | -8.6% | +17.5% | +10.4% |
| 3M | -9.2% | -29.0% | +19.8% | -4.1% |
| 6M | +13.2% | -19.2% | +32.4% | +13.4% |
| YTD | +9.4% | -13.0% | +22.4% | +6.9% |
| 1Y | +9.8% | -31.3% | +41.0% | +11.5% |
| 3Y | +278.2% | +28.1% | +250.0% | +220.5% |
| 5Y | +396.0% | -69.4% | +465.5% | +414.2% |
| 10Y | +162.4% | +7.6% | +154.7% | +85.4% |
| All | +162.4% | +12.8% | +149.5% | +85.4% |
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