+16.2%
TFC vs AMBA
-35.5%
+51.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.8% | +1.2% |
| 7D | +2.3% | +2.7% | -0.4% | +2.2% |
| 30D | +10.8% | -2.2% | +13.0% | +10.8% |
| 3M | -3.8% | -26.6% | +22.9% | -3.2% |
| 6M | +9.6% | -26.8% | +36.3% | +10.2% |
| YTD | +5.8% | -15.1% | +20.9% | +3.8% |
| 1Y | +16.2% | -32.3% | +48.4% | +15.6% |
| All | +16.2% | -35.5% | +51.6% | +15.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling