+807.8%
PSX vs AMBA
+837.3%
-29.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +0.9% | +0.3% |
| 7D | +4.5% | -11.0% | +15.5% | +6.1% |
| 30D | +26.6% | -23.2% | +49.8% | +30.8% |
| 3M | +39.3% | -12.7% | +52.0% | +39.1% |
| 6M | +56.8% | +11.2% | +45.6% | +49.7% |
| YTD | +101.8% | -11.2% | +113.0% | +97.8% |
| 1Y | +99.6% | -22.5% | +122.1% | +97.6% |
| 3Y | +140.3% | -1.3% | +141.7% | +120.6% |
| 5Y | +339.3% | -54.2% | +393.5% | +320.2% |
| 10Y | +369.9% | -6.1% | +376.0% | +269.1% |
| All | +807.8% | +837.3% | -29.4% | +429.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling