+2.7%
VUG vs AMBA
-33.2%
+35.9%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.3% | -2.5% | +2.1% |
| 7D | +0.5% | 0.0% | +0.5% | +0.5% |
| 30D | -8.2% | -8.6% | +0.4% | -7.3% |
| 3M | -5.4% | -29.0% | +23.5% | -2.1% |
| 6M | -2.5% | -19.2% | +16.7% | -2.7% |
| YTD | +4.2% | -13.0% | +17.2% | +0.6% |
| All | +2.7% | -33.2% | +35.9% | +0.7% |
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