+25.5%
VZ vs AMBA
-54.5%
+80.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.9% |
| 7D | +0.1% | -11.0% | +11.0% | -0.1% |
| 30D | +7.9% | -23.2% | +31.1% | +7.4% |
| 3M | +13.6% | -12.7% | +26.4% | +13.6% |
| 6M | +1.1% | +11.2% | -10.1% | +1.3% |
| YTD | +29.3% | -11.2% | +40.5% | +29.5% |
| 1Y | +21.2% | -22.5% | +43.8% | +21.4% |
| 3Y | +75.9% | -1.3% | +77.2% | +75.1% |
| All | +25.5% | -54.5% | +80.0% | +18.6% |
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 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