+213.6%
SMH vs AMBA
+16.7%
+196.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.1% | -2.5% | +1.4% |
| 7D | -11.2% | -7.2% | -4.0% | -8.6% |
| 30D | -25.8% | -10.4% | -15.4% | -22.7% |
| 3M | -18.8% | -30.1% | +11.3% | -8.1% |
| 6M | -15.6% | -22.4% | +6.8% | -11.9% |
| YTD | +28.8% | -17.3% | +46.2% | +28.9% |
| 1Y | +32.6% | -35.4% | +67.9% | +43.6% |
| 3Y | +213.6% | +18.6% | +195.0% | +148.6% |
| All | +213.6% | +16.7% | +196.9% | +148.6% |
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