+340.2%
MOH vs AMBA
+7.9%
+332.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.5% | -2.1% | +1.1% |
| 7D | -7.6% | +2.6% | -10.2% | -7.8% |
| 30D | +2.4% | -3.6% | +6.0% | +2.5% |
| 3M | +7.6% | -24.6% | +32.2% | +9.6% |
| 6M | +13.0% | -21.6% | +34.6% | +13.4% |
| YTD | +20.6% | -11.8% | +32.4% | +19.0% |
| 1Y | +45.8% | -33.2% | +79.0% | +47.2% |
| 3Y | -41.6% | +24.5% | -66.0% | -46.8% |
| 5Y | -33.1% | -67.7% | +34.6% | -31.0% |
| 10Y | +340.2% | +4.7% | +335.5% | +225.2% |
| All | +340.2% | +7.9% | +332.4% | +225.2% |
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