+71.2%
UBER vs AMBA
+30.2%
+41.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +5.3% | -1.5% | +2.3% |
| 7D | +6.7% | 0.0% | +6.7% | +6.5% |
| 30D | -0.5% | -8.6% | +8.1% | +1.6% |
| 3M | -5.1% | -29.0% | +23.8% | +3.1% |
| 6M | -5.7% | -19.2% | +13.5% | -7.2% |
| YTD | -12.9% | -13.0% | +0.1% | -18.2% |
| 1Y | -22.6% | -31.3% | +8.6% | -22.4% |
| 3Y | +42.2% | +28.1% | +14.0% | +2.3% |
| 5Y | +56.4% | -69.4% | +125.8% | +69.2% |
| All | +71.2% | +30.2% | +41.1% | -9.1% |
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 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