+88.8%
UAL vs AMBA
-6.6%
+95.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -9.4% | +4.9% | -1.9% |
| 7D | +5.0% | -14.6% | +19.6% | +9.6% |
| 30D | -1.2% | -18.8% | +17.6% | +4.4% |
| 3M | -16.8% | -32.6% | +15.8% | -7.7% |
| 6M | +18.0% | -25.8% | +43.8% | +21.3% |
| YTD | -1.2% | -22.1% | +20.9% | -0.6% |
| 1Y | +14.3% | -36.2% | +50.5% | +20.4% |
| 3Y | +194.6% | +10.0% | +184.6% | +148.3% |
| 5Y | +109.6% | -71.6% | +181.2% | +131.1% |
| All | +88.8% | -6.6% | +95.4% | +28.8% |
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