+86.2%
SU vs AMBA
-25.6%
+111.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.7% | -2.8% | -4.5% |
| 7D | -7.1% | -8.1% | +1.0% | -7.1% |
| 30D | +4.8% | -10.8% | +15.5% | +4.8% |
| 3M | +12.5% | -25.9% | +38.4% | +12.5% |
| 6M | +6.5% | -13.9% | +20.3% | +6.2% |
| YTD | +65.8% | -14.0% | +79.8% | +65.8% |
| 1Y | +86.2% | -25.7% | +111.8% | +87.5% |
| All | +86.2% | -25.6% | +111.8% | +87.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling