+710.0%
PH vs AMBA
+7.9%
+702.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | 0.0% |
| 7D | +6.9% | +2.6% | +4.3% | +6.2% |
| 30D | +1.7% | -3.6% | +5.3% | +2.3% |
| 3M | -8.1% | -24.6% | +16.5% | -2.9% |
| 6M | +11.5% | -21.6% | +33.1% | +12.6% |
| YTD | +11.4% | -11.8% | +23.2% | +7.9% |
| 1Y | +14.1% | -33.2% | +47.3% | +17.2% |
| 3Y | +138.2% | +24.5% | +113.8% | +97.6% |
| 5Y | +216.0% | -67.7% | +283.7% | +228.6% |
| 10Y | +710.0% | +4.7% | +705.2% | +416.2% |
| All | +710.0% | +7.9% | +702.1% | +416.2% |
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