-65.2%
TEAM vs AMBA
-69.7%
+4.6%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.3% | -4.5% | -0.7% |
| 7D | -17.2% | 0.0% | -17.2% | -17.6% |
| 30D | -25.1% | -8.6% | -16.5% | -23.5% |
| 3M | +3.9% | -29.0% | +32.9% | +13.2% |
| 6M | +69.1% | -19.2% | +88.3% | +64.7% |
| YTD | -4.5% | -13.0% | +8.5% | -11.3% |
| 1Y | -1.9% | -31.3% | +29.4% | -1.9% |
| 3Y | -9.3% | +28.1% | -37.5% | -37.9% |
| 5Y | -65.2% | -69.4% | +4.3% | -64.3% |
| All | -65.2% | -69.7% | +4.6% | -64.3% |
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