-65.3%
TEAM vs AMBA
-70.4%
+5.1%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +6.1% | -22.3% | -17.9% |
| 7D | -19.8% | -7.2% | -12.6% | -18.4% |
| 30D | -21.5% | -10.4% | -11.1% | -19.4% |
| 3M | +39.5% | -30.1% | +69.6% | +53.0% |
| 6M | +73.1% | -22.4% | +95.5% | +70.3% |
| YTD | -5.2% | -17.3% | +12.1% | -10.6% |
| 1Y | -1.6% | -35.4% | +33.8% | +0.3% |
| 3Y | -11.4% | +18.6% | -30.1% | -37.7% |
| All | -65.3% | -70.4% | +5.1% | -63.8% |
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