+238.8%
SU vs AMBA
-0.9%
+239.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.1% |
| 7D | +1.7% | +2.7% | -1.0% | +1.3% |
| 30D | -7.9% | -2.2% | -5.7% | -7.7% |
| 3M | +7.5% | -26.6% | +34.2% | +11.9% |
| 6M | +7.2% | -26.8% | +34.0% | +8.9% |
| YTD | +60.9% | -15.1% | +76.1% | +57.7% |
| 1Y | +63.6% | -32.3% | +95.9% | +65.6% |
| 3Y | +128.9% | +19.8% | +109.1% | +97.2% |
| 5Y | +228.3% | -69.2% | +297.5% | +239.3% |
| All | +238.8% | -0.9% | +239.7% | +134.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling