-50.3%
TEAM vs AMBA
-54.5%
+4.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.8% | -2.4% |
| 7D | -0.4% | -11.0% | +10.5% | +2.8% |
| 30D | +67.3% | -23.2% | +90.5% | +80.1% |
| 3M | +86.8% | -12.7% | +99.5% | +85.2% |
| 6M | +146.8% | +11.2% | +135.6% | +116.4% |
| YTD | +16.9% | -11.2% | +28.1% | +9.3% |
| 1Y | +12.8% | -22.5% | +35.3% | +7.6% |
| 3Y | -7.3% | -1.3% | -6.0% | -27.0% |
| All | -50.3% | -54.5% | +4.2% | -51.1% |
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 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