+268.6%
GE vs AMBA
+16.7%
+251.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.1% | -3.4% | +1.9% |
| 7D | +7.1% | -7.2% | +14.3% | +8.1% |
| 30D | +6.5% | -10.4% | +16.8% | +7.8% |
| 3M | -13.6% | -30.1% | +16.6% | -9.7% |
| 6M | +6.0% | -22.4% | +28.4% | +6.6% |
| YTD | +5.4% | -17.3% | +22.7% | +3.7% |
| 1Y | +6.5% | -35.4% | +41.8% | +8.5% |
| 3Y | +268.6% | +18.6% | +250.0% | +219.7% |
| All | +268.6% | +16.7% | +251.9% | +219.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling