+121.8%
VZ vs AMBA
+837.3%
-715.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.9% |
| 7D | +0.1% | -11.0% | +11.0% | +0.2% |
| 30D | +7.9% | -23.2% | +31.1% | +8.3% |
| 3M | +13.6% | -12.7% | +26.4% | +13.6% |
| 6M | +1.1% | +11.2% | -10.1% | +0.4% |
| YTD | +29.3% | -11.2% | +40.5% | +28.9% |
| 1Y | +21.2% | -22.5% | +43.8% | +21.1% |
| 3Y | +75.9% | -1.3% | +77.2% | +72.8% |
| 5Y | +24.1% | -54.2% | +78.2% | +22.5% |
| 10Y | +62.4% | -6.1% | +68.5% | +50.8% |
| All | +121.8% | +837.3% | -715.5% | +71.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling