-37.3%
MOH vs AMBA
+4.2%
-41.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.3% | -1.0% |
| 7D | +0.4% | -11.0% | +11.4% | +0.3% |
| 30D | +2.9% | -23.2% | +26.1% | +2.7% |
| 3M | +4.1% | -12.7% | +16.9% | +4.1% |
| 6M | +33.8% | +11.2% | +22.6% | +34.5% |
| YTD | +15.7% | -11.2% | +26.9% | +16.3% |
| 1Y | +17.5% | -22.5% | +40.1% | +18.1% |
| All | -37.3% | +4.2% | -41.5% | -38.0% |
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