+42.4%
TEL vs AMBA
-69.7%
+112.1%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.9% | -0.3% |
| 7D | +4.5% | +2.7% | +1.8% | +3.9% |
| 30D | +2.9% | -2.2% | +5.1% | +3.3% |
| 3M | +1.1% | -26.6% | +27.8% | +7.7% |
| 6M | +5.0% | -26.8% | +31.8% | +8.2% |
| YTD | -3.9% | -15.1% | +11.3% | -5.8% |
| 1Y | -7.4% | -32.3% | +24.8% | -4.8% |
| 3Y | +81.0% | +19.8% | +61.2% | +49.9% |
| All | +42.4% | -69.7% | +112.1% | +39.5% |
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