+168.1%
MGY vs AMBA
+25.0%
+143.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.5% | 0.0% | +2.9% |
| 7D | +2.6% | +2.6% | 0.0% | +1.9% |
| 30D | -2.0% | -3.6% | +1.6% | -1.6% |
| 3M | -7.8% | -24.6% | +16.8% | -3.6% |
| 6M | -13.9% | -21.6% | +7.7% | -13.7% |
| YTD | +11.6% | -11.8% | +23.4% | +7.4% |
| 1Y | +6.7% | -33.2% | +39.9% | +8.3% |
| 3Y | +20.6% | +24.5% | -3.8% | -0.6% |
| 5Y | +32.4% | -67.7% | +100.0% | +36.6% |
| All | +168.1% | +25.0% | +143.1% | +76.1% |
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