+937.8%
AMBA vs UEC
+371.0%
+566.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.0% | -0.8% |
| 7D | -11.0% | -6.9% | -4.0% | -9.6% |
| 30D | -23.2% | +7.6% | -30.8% | -24.5% |
| 3M | -12.7% | -18.4% | +5.7% | -9.6% |
| 6M | +11.2% | -23.3% | +34.5% | +15.1% |
| YTD | -11.2% | -1.2% | -10.0% | -13.3% |
| 1Y | -22.5% | +2.3% | -24.8% | -26.1% |
| 3Y | -1.3% | +162.3% | -163.6% | -26.2% |
| 5Y | -54.2% | +287.2% | -341.4% | -70.1% |
| 10Y | -6.1% | +1,009.6% | -1,015.7% | -56.1% |
| All | +937.8% | +371.0% | +566.8% | +379.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling