+373.9%
IBN vs AMBA
+4.3%
+369.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.3% | +1.5% |
| 7D | +15.8% | -2.6% | +18.4% | +16.0% |
| 30D | +25.1% | -10.5% | +35.5% | +26.4% |
| 3M | +16.0% | -26.4% | +42.4% | +19.7% |
| 6M | +32.8% | -20.9% | +53.7% | +32.9% |
| YTD | +18.0% | -14.8% | +32.8% | +16.0% |
| 1Y | +15.9% | -36.1% | +52.0% | +17.9% |
| 3Y | +57.6% | +20.2% | +37.4% | +37.7% |
| 5Y | +74.7% | -67.2% | +141.9% | +77.7% |
| 10Y | +373.9% | +5.0% | +369.0% | +254.4% |
| All | +373.9% | +4.3% | +369.6% | +254.4% |
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 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