+50.7%
TEL vs AMBA
-53.5%
+104.2%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.0% |
| 7D | -1.4% | -6.4% | +5.0% | -0.1% |
| 30D | -4.9% | -26.8% | +22.0% | +1.7% |
| 3M | +0.1% | -7.6% | +7.7% | -0.5% |
| 6M | +0.4% | +21.2% | -20.8% | -8.5% |
| YTD | -8.9% | -10.4% | +1.5% | -11.5% |
| 1Y | -0.3% | -24.4% | +24.1% | -0.3% |
| 3Y | +67.6% | +6.0% | +61.6% | +44.4% |
| 5Y | +50.7% | -53.9% | +104.6% | +38.2% |
| All | +50.7% | -53.5% | +104.2% | +38.2% |
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