-71.2%
AMBA vs UEC
+47.5%
-118.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +6.8% | -0.7% | +4.2% |
| 7D | -7.2% | -10.2% | +3.0% | -4.3% |
| 30D | -10.4% | -26.9% | +16.5% | -2.4% |
| 3M | -30.1% | -35.7% | +5.6% | -21.9% |
| 6M | -22.4% | -56.1% | +33.7% | -4.9% |
| YTD | -17.3% | -40.8% | +23.4% | -8.9% |
| 1Y | -35.4% | -43.4% | +8.0% | -28.3% |
| 3Y | +18.6% | +25.4% | -6.7% | -5.7% |
| All | -71.2% | +47.5% | -118.7% | -81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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