+281.4%
HBM vs AMBA
+4.3%
+277.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.1% | -1.6% | -3.0% |
| 7D | +2.4% | -2.7% | +5.0% | +3.4% |
| 30D | -16.0% | -10.5% | -5.5% | -12.5% |
| 3M | -21.3% | -26.4% | +5.1% | -12.9% |
| 6M | -12.2% | -20.9% | +8.7% | -9.3% |
| YTD | +10.7% | -14.8% | +25.5% | +9.3% |
| 1Y | +30.3% | -36.1% | +66.4% | +40.9% |
| 3Y | +432.2% | +20.2% | +412.0% | +319.0% |
| 5Y | +218.8% | -67.2% | +286.0% | +253.5% |
| 10Y | +281.4% | +4.9% | +276.4% | +120.2% |
| All | +281.4% | +4.3% | +277.0% | +120.2% |
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 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