+150.0%
GEN vs AMBA
+12.8%
+137.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.3% | -5.2% | -0.6% |
| 7D | -0.3% | 0.0% | -0.3% | -0.4% |
| 30D | +28.2% | -8.6% | +36.8% | +29.2% |
| 3M | +2.6% | -29.0% | +31.6% | +6.4% |
| 6M | +32.7% | -19.2% | +51.9% | +32.2% |
| YTD | +11.3% | -13.0% | +24.2% | +8.9% |
| 1Y | +17.9% | -31.3% | +49.2% | +18.8% |
| 3Y | +66.3% | +28.1% | +38.2% | +47.2% |
| 5Y | +31.7% | -69.4% | +101.1% | +33.7% |
| 10Y | +150.0% | +7.6% | +142.4% | +82.7% |
| All | +150.0% | +12.8% | +137.2% | +82.7% |
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 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