+70.6%
GEN vs AMBA
+21.7%
+48.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.5% | +3.9% | +2.5% |
| 7D | +2.0% | +2.7% | -0.6% | +1.8% |
| 30D | +27.7% | -2.2% | +29.9% | +27.7% |
| 3M | +3.3% | -26.6% | +29.9% | +6.0% |
| 6M | +31.8% | -26.8% | +58.6% | +32.8% |
| YTD | +13.5% | -15.1% | +28.6% | +10.8% |
| 1Y | +16.0% | -32.3% | +48.3% | +16.6% |
| 3Y | +70.6% | +19.8% | +50.8% | +51.2% |
| All | +70.6% | +21.7% | +48.9% | +51.2% |
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