+63.6%
SU vs AMBA
-35.5%
+99.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +0.9% |
| 7D | +1.7% | +2.7% | -1.0% | +1.7% |
| 30D | -7.9% | -2.2% | -5.7% | -7.8% |
| 3M | +7.5% | -26.6% | +34.2% | +7.3% |
| 6M | +7.2% | -26.8% | +34.0% | +6.8% |
| YTD | +60.9% | -15.1% | +76.1% | +61.3% |
| 1Y | +63.6% | -32.3% | +95.9% | +62.9% |
| All | +63.6% | -35.5% | +99.1% | +62.9% |
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