+261.9%
MOH vs AMBA
+8.8%
+253.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +1.7% | +7.9% | -6.2% | +1.1% |
| 30D | -0.9% | -18.8% | +17.9% | +0.7% |
| 3M | +5.7% | +3.1% | +2.6% | +4.5% |
| 6M | +39.1% | +25.7% | +13.5% | +34.4% |
| YTD | +17.7% | -4.2% | +21.9% | +15.8% |
| 1Y | +8.4% | -18.4% | +26.8% | +7.4% |
| 3Y | -36.6% | +13.4% | -50.0% | -41.3% |
| 5Y | -19.1% | -54.2% | +35.2% | -20.6% |
| All | +261.9% | +8.8% | +253.1% | +174.2% |
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