+15.6%
MGY vs AMBA
+23.3%
-7.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +5.3% | -9.5% | -4.8% |
| 7D | -9.5% | 0.0% | -9.5% | -9.6% |
| 30D | -5.9% | -8.6% | +2.7% | -5.2% |
| 3M | -9.0% | -29.0% | +20.0% | -6.0% |
| 6M | -17.4% | -19.2% | +1.8% | -17.6% |
| YTD | +5.6% | -13.0% | +18.6% | +3.0% |
| 1Y | +6.0% | -31.3% | +37.2% | +7.5% |
| 3Y | +15.6% | +28.1% | -12.5% | -10.0% |
| All | +15.6% | +23.3% | -7.7% | -10.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling