+91.6%
MGY vs AMBA
-53.5%
+145.1%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +2.2% |
| 7D | -0.9% | -6.4% | +5.5% | 0.0% |
| 30D | +10.1% | -26.8% | +37.0% | +14.9% |
| 3M | -1.5% | -7.6% | +6.2% | -2.4% |
| 6M | -4.9% | +21.2% | -26.1% | -11.5% |
| YTD | +27.7% | -10.4% | +38.1% | +24.4% |
| 1Y | +20.1% | -24.4% | +44.5% | +19.2% |
| 3Y | +24.9% | +6.0% | +18.9% | +10.4% |
| 5Y | +91.6% | -53.9% | +145.5% | +80.8% |
| All | +91.6% | -53.5% | +145.1% | +80.8% |
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