+236.1%
PWR vs AMBA
+23.1%
+213.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -0.9% |
| 7D | -11.2% | -2.7% | -8.6% | -10.4% |
| 30D | -17.4% | -10.5% | -6.9% | -15.0% |
| 3M | -11.7% | -26.4% | +14.7% | -5.3% |
| 6M | -21.7% | -20.9% | -0.8% | -19.9% |
| YTD | +38.3% | -14.8% | +53.1% | +36.9% |
| 1Y | +29.6% | -36.1% | +65.7% | +36.9% |
| 3Y | +236.1% | +20.2% | +215.9% | +194.9% |
| All | +236.1% | +23.1% | +213.1% | +194.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling