+57.9%
TRU vs AMBA
+21.7%
+36.2%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.7% | +0.4% |
| 7D | 0.0% | +2.7% | -2.7% | -0.4% |
| 30D | +21.3% | -2.2% | +23.5% | +21.3% |
| 3M | +0.2% | -26.6% | +26.9% | +4.9% |
| 6M | +22.4% | -26.8% | +49.2% | +23.9% |
| YTD | -4.8% | -15.1% | +10.3% | -9.1% |
| 1Y | -0.2% | -32.3% | +32.1% | +0.6% |
| 3Y | +57.9% | +19.8% | +38.1% | +23.1% |
| All | +57.9% | +21.7% | +36.2% | +23.1% |
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