+107.2%
VZ vs AMBA
+722.2%
-615.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.4% | +9.3% | 0.0% |
| 7D | +5.6% | -14.6% | +20.2% | +5.8% |
| 30D | +1.9% | -18.8% | +20.7% | +2.1% |
| 3M | +0.8% | -32.6% | +33.4% | +1.2% |
| 6M | +0.6% | -25.8% | +26.4% | +0.7% |
| YTD | +20.8% | -22.1% | +42.9% | +20.5% |
| 1Y | +23.9% | -36.2% | +60.2% | +24.2% |
| 3Y | +55.7% | +10.0% | +45.7% | +51.9% |
| 5Y | +21.5% | -71.6% | +93.1% | +21.9% |
| 10Y | +68.5% | -4.7% | +73.2% | +55.8% |
| All | +107.2% | +722.2% | -615.0% | +60.6% |
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 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