+15.1%
GEN vs AMBA
-32.6%
+47.7%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.5% | -1.4% | +2.1% |
| 7D | -0.8% | +2.6% | -3.4% | -0.8% |
| 30D | +31.2% | -3.6% | +34.8% | +31.2% |
| 3M | +6.1% | -24.6% | +30.7% | +6.9% |
| 6M | +38.1% | -21.6% | +59.7% | +36.9% |
| YTD | +14.4% | -11.8% | +26.2% | +9.1% |
| 1Y | +15.1% | -33.2% | +48.3% | +11.9% |
| All | +15.1% | -32.6% | +47.7% | +11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling