-31.2%
SUI vs AMBA
-54.5%
+23.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.4% | -0.3% |
| 7D | -2.8% | -11.0% | +8.1% | -2.0% |
| 30D | -1.2% | -23.2% | +22.0% | +0.8% |
| 3M | -1.7% | -12.7% | +11.0% | -1.8% |
| 6M | -10.5% | +11.2% | -21.7% | -13.3% |
| YTD | -1.8% | -11.2% | +9.4% | -3.1% |
| 1Y | -4.1% | -22.5% | +18.5% | -4.8% |
| 3Y | +11.3% | -1.3% | +12.6% | +3.2% |
| All | -31.2% | -54.5% | +23.3% | -34.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling