+802.8%
TEAM vs AMBA
+11.5%
+791.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.8% | -2.4% |
| 7D | -0.4% | -11.0% | +10.5% | +2.5% |
| 30D | +67.3% | -23.2% | +90.5% | +78.9% |
| 3M | +86.8% | -12.7% | +99.5% | +85.6% |
| 6M | +146.8% | +11.2% | +135.6% | +121.9% |
| YTD | +16.9% | -11.2% | +28.1% | +11.0% |
| 1Y | +12.8% | -22.5% | +35.3% | +9.0% |
| 3Y | -7.3% | -1.3% | -6.0% | -22.2% |
| 5Y | -50.7% | -54.2% | +3.5% | -52.4% |
| 10Y | +529.8% | -6.1% | +536.0% | +349.1% |
| All | +802.8% | +11.5% | +791.3% | +601.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling