+121.0%
SUI vs AMBA
-6.6%
+127.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -9.4% | +10.1% | +1.4% |
| 7D | +8.8% | -14.6% | +23.3% | +10.1% |
| 30D | +8.9% | -18.8% | +27.7% | +10.6% |
| 3M | +2.0% | -32.6% | +34.6% | +5.0% |
| 6M | -0.6% | -25.8% | +25.2% | -0.1% |
| YTD | +1.3% | -22.1% | +23.5% | +0.8% |
| 1Y | +1.3% | -36.2% | +37.5% | +2.3% |
| 3Y | +16.3% | +10.0% | +6.3% | +6.8% |
| 5Y | -25.1% | -71.6% | +46.5% | -24.7% |
| All | +121.0% | -6.6% | +127.6% | +84.9% |
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 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