+621.5%
PBR vs AMBA
-5.3%
+626.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +3.4% |
| 7D | +2.5% | -6.4% | +8.9% | +3.6% |
| 30D | +19.4% | -26.8% | +46.2% | +25.5% |
| 3M | +20.8% | -7.6% | +28.4% | +19.8% |
| 6M | +23.5% | +21.2% | +2.3% | +14.6% |
| YTD | +83.4% | -10.4% | +93.8% | +78.5% |
| 1Y | +77.6% | -24.4% | +102.0% | +75.9% |
| 3Y | +99.9% | +6.0% | +93.9% | +74.6% |
| 5Y | +567.7% | -53.9% | +621.6% | +518.8% |
| 10Y | +621.5% | -6.2% | +627.7% | +371.5% |
| All | +621.5% | -5.3% | +626.8% | +371.5% |
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