+117.2%
SU vs AMBA
+3.8%
+113.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.7% |
| 7D | +3.6% | -11.0% | +14.5% | +4.2% |
| 30D | +7.9% | -23.2% | +31.0% | +9.4% |
| 3M | +3.5% | -12.7% | +16.2% | +3.3% |
| 6M | +19.0% | +11.2% | +7.7% | +15.9% |
| YTD | +55.0% | -11.2% | +66.2% | +53.2% |
| 1Y | +71.2% | -22.5% | +93.7% | +70.3% |
| All | +117.2% | +3.8% | +113.5% | +87.4% |
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