+496.0%
PBR vs AMBA
-54.5%
+550.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.8% |
| 7D | +8.6% | -11.0% | +19.5% | +9.5% |
| 30D | +12.8% | -23.2% | +36.0% | +14.8% |
| 3M | +14.7% | -12.7% | +27.4% | +14.7% |
| 6M | +25.2% | +11.2% | +14.0% | +21.8% |
| YTD | +77.1% | -11.2% | +88.4% | +75.3% |
| 1Y | +69.6% | -22.5% | +92.1% | +68.8% |
| 3Y | +95.6% | -1.3% | +96.9% | +84.7% |
| All | +496.0% | -54.5% | +550.6% | +438.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling