+2,006.3%
LLY vs AMBA
+12.8%
+1,993.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +5.3% | -1.0% | +3.9% |
| 7D | +0.1% | 0.0% | +0.1% | 0.0% |
| 30D | +19.7% | -8.6% | +28.3% | +20.3% |
| 3M | +19.3% | -29.0% | +48.2% | +21.6% |
| 6M | +49.3% | -19.2% | +68.6% | +49.2% |
| YTD | +32.0% | -13.0% | +45.0% | +30.5% |
| 1Y | +53.7% | -31.3% | +85.0% | +54.4% |
| 3Y | +143.7% | +28.1% | +115.6% | +127.5% |
| 5Y | +463.9% | -69.4% | +533.3% | +466.5% |
| 10Y | +2,006.3% | +7.6% | +1,998.7% | +1,663.1% |
| All | +2,006.3% | +12.8% | +1,993.5% | +1,663.1% |
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