+545.8%
PBR vs AMBA
+7.9%
+537.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.5% | -6.0% | -3.1% |
| 7D | -9.1% | +2.6% | -11.7% | -9.6% |
| 30D | -29.9% | -3.6% | -26.3% | -29.7% |
| 3M | +2.3% | -24.6% | +26.9% | +6.3% |
| 6M | -10.9% | -21.6% | +10.7% | -10.6% |
| YTD | +56.9% | -11.8% | +68.7% | +52.2% |
| 1Y | +38.0% | -33.2% | +71.2% | +40.0% |
| 3Y | +64.8% | +24.5% | +40.3% | +38.6% |
| 5Y | +447.1% | -67.7% | +514.8% | +466.3% |
| 10Y | +545.8% | +4.7% | +541.1% | +298.6% |
| All | +545.8% | +7.9% | +537.9% | +298.6% |
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