+276.2%
HPE vs AMBA
-69.7%
+345.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.5% | -2.2% | -3.3% |
| 7D | +7.9% | +2.7% | +5.2% | +7.2% |
| 30D | -23.5% | -2.2% | -21.3% | -22.8% |
| 3M | -19.1% | -26.6% | +7.6% | -12.5% |
| 6M | +51.4% | -26.8% | +78.2% | +58.2% |
| YTD | +103.4% | -15.1% | +118.6% | +102.3% |
| 1Y | +114.4% | -32.3% | +146.7% | +124.1% |
| 3Y | +224.7% | +19.8% | +204.9% | +179.2% |
| All | +276.2% | -69.7% | +345.9% | +255.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling