+16.2%
SUI vs AMBA
+21.5%
-5.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.7% | +6.9% | +5.2% |
| 7D | +10.0% | -8.1% | +18.1% | +10.2% |
| 30D | +8.4% | -10.8% | +19.2% | +8.6% |
| 3M | +0.7% | -25.9% | +26.6% | +1.1% |
| 6M | -0.9% | -13.9% | +12.9% | -1.3% |
| YTD | +0.6% | -14.0% | +14.7% | 0.0% |
| 1Y | +0.8% | -25.7% | +26.4% | +0.6% |
| All | +16.2% | +21.5% | -5.3% | +4.5% |
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