+346.6%
PSX vs AMBA
-0.9%
+347.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.1% | -6.7% | -1.4% |
| 7D | -13.1% | -7.2% | -5.9% | -12.2% |
| 30D | -9.5% | -10.4% | +0.8% | -8.4% |
| 3M | +20.2% | -30.1% | +50.3% | +25.7% |
| 6M | +44.9% | -22.4% | +67.3% | +45.4% |
| YTD | +94.4% | -17.3% | +111.8% | +91.0% |
| 1Y | +83.1% | -35.4% | +118.5% | +86.3% |
| 3Y | +132.2% | +18.6% | +113.5% | +102.1% |
| 5Y | +278.8% | -69.8% | +348.7% | +290.0% |
| All | +346.6% | -0.9% | +347.5% | +205.1% |
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