+264.7%
SU vs AMBA
+2.6%
+262.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +8.4% | -6.7% | +0.4% |
| 7D | +1.6% | +2.5% | -0.9% | +1.1% |
| 30D | +10.7% | -16.1% | +26.9% | +13.4% |
| 3M | +13.5% | +4.6% | +8.9% | +10.4% |
| 6M | +21.8% | +29.2% | -7.4% | +13.1% |
| YTD | +58.8% | -2.9% | +61.7% | +53.3% |
| 1Y | +72.0% | -18.7% | +90.7% | +69.1% |
| 3Y | +121.7% | +14.9% | +106.8% | +94.2% |
| 5Y | +350.4% | -53.0% | +403.4% | +325.6% |
| 10Y | +264.7% | +8.3% | +256.3% | +149.3% |
| All | +264.7% | +2.6% | +262.1% | +149.3% |
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