-10.1%
HDB vs AMBA
+16.7%
-26.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.1% | -4.3% | +1.6% |
| 7D | +13.3% | -7.2% | +20.6% | +13.6% |
| 30D | +13.6% | -10.4% | +23.9% | +13.8% |
| 3M | +5.8% | -30.1% | +35.9% | +6.8% |
| 6M | -1.9% | -22.4% | +20.5% | -1.8% |
| YTD | -31.2% | -17.3% | -13.8% | -31.7% |
| 1Y | -29.6% | -35.4% | +5.8% | -29.4% |
| 3Y | -10.1% | +18.6% | -28.7% | -16.6% |
| All | -10.1% | +16.7% | -26.8% | -16.6% |
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