+354.9%
PWR vs AMBA
-70.4%
+425.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +6.1% | +0.1% | +4.8% |
| 7D | -12.9% | -7.2% | -5.6% | -11.1% |
| 30D | -22.8% | -10.4% | -12.5% | -20.8% |
| 3M | -19.0% | -30.1% | +11.1% | -12.4% |
| 6M | -31.1% | -22.4% | -8.7% | -29.3% |
| YTD | +28.2% | -17.3% | +45.6% | +28.3% |
| 1Y | +22.2% | -35.4% | +57.6% | +28.5% |
| 3Y | +222.1% | +18.6% | +203.5% | +180.0% |
| All | +354.9% | -70.4% | +425.3% | +375.5% |
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