-70.4%
QID vs AMBA
+16.7%
-87.1%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +6.1% | -8.7% | -0.2% |
| 7D | +9.4% | -7.2% | +16.7% | +7.0% |
| 30D | +31.2% | -10.4% | +41.6% | +27.5% |
| 3M | +17.4% | -30.1% | +47.5% | +4.8% |
| 6M | +8.4% | -22.4% | +30.8% | +8.0% |
| YTD | -15.8% | -17.3% | +1.6% | -10.9% |
| 1Y | -16.3% | -35.4% | +19.1% | -19.2% |
| 3Y | -70.4% | +18.6% | -89.0% | -51.9% |
| All | -70.4% | +16.7% | -87.1% | -51.9% |
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