+65.5%
VZ vs AMBA
-0.9%
+66.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.1% | -7.1% | -0.9% |
| 7D | +2.1% | -7.2% | +9.4% | +2.1% |
| 30D | +1.4% | -10.4% | +11.8% | +1.4% |
| 3M | -1.3% | -30.1% | +28.9% | -1.1% |
| 6M | -0.5% | -22.4% | +21.9% | -0.5% |
| YTD | +19.6% | -17.3% | +37.0% | +19.4% |
| 1Y | +22.4% | -35.4% | +57.8% | +22.7% |
| 3Y | +55.9% | +18.6% | +37.3% | +52.4% |
| 5Y | +20.4% | -69.8% | +90.2% | +20.5% |
| All | +65.5% | -0.9% | +66.4% | +52.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling