+469.0%
TDY vs AMBA
+2.6%
+466.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +8.4% | -10.0% | -3.0% |
| 7D | -1.8% | +2.5% | -4.3% | -2.4% |
| 30D | -13.8% | -16.1% | +2.4% | -11.3% |
| 3M | -3.9% | +4.6% | -8.5% | -6.2% |
| 6M | -9.0% | +29.2% | -38.2% | -15.3% |
| YTD | +16.5% | -2.9% | +19.4% | +13.2% |
| 1Y | +9.3% | -18.7% | +28.0% | +8.2% |
| 3Y | +45.1% | +14.9% | +30.2% | +28.6% |
| 5Y | +35.0% | -53.0% | +88.0% | +30.0% |
| 10Y | +469.0% | +8.3% | +460.7% | +306.1% |
| All | +469.0% | +2.6% | +466.4% | +306.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling