-80.5%
SPXU vs AMBA
+21.7%
-102.2%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.8% | +0.6% |
| 7D | -7.6% | +2.7% | -10.2% | -6.3% |
| 30D | +5.3% | -2.2% | +7.5% | +5.7% |
| 3M | +9.6% | -26.6% | +36.3% | -0.8% |
| 6M | -4.5% | -26.8% | +22.2% | -8.9% |
| YTD | -25.9% | -15.1% | -10.7% | -20.9% |
| 1Y | -28.9% | -32.3% | +3.4% | -31.1% |
| 3Y | -80.5% | +19.8% | -100.3% | -66.5% |
| All | -80.5% | +21.7% | -102.2% | -66.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling