+390.2%
HPE vs AMBA
+7.9%
+382.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.5% | +1.3% | +4.0% |
| 7D | +0.3% | +2.6% | -2.3% | -0.1% |
| 30D | -28.6% | -3.6% | -25.0% | -27.7% |
| 3M | -7.4% | -24.6% | +17.2% | -0.7% |
| 6M | +63.7% | -21.6% | +85.3% | +68.2% |
| YTD | +111.7% | -11.8% | +123.5% | +109.0% |
| 1Y | +123.5% | -33.2% | +156.7% | +134.4% |
| 3Y | +238.7% | +24.5% | +214.2% | +191.3% |
| 5Y | +261.0% | -67.7% | +328.7% | +280.1% |
| 10Y | +390.2% | +4.7% | +385.5% | +221.7% |
| All | +390.2% | +7.9% | +382.3% | +221.7% |
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