+9.9%
UDR vs AMBA
-35.5%
+45.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +0.9% |
| 7D | -0.4% | +2.7% | -3.1% | -0.4% |
| 30D | +7.8% | -2.2% | +9.9% | +7.7% |
| 3M | -2.8% | -26.6% | +23.9% | -2.6% |
| 6M | -1.4% | -26.8% | +25.3% | -0.7% |
| YTD | +3.4% | -15.1% | +18.5% | +2.9% |
| 1Y | +9.9% | -32.3% | +42.1% | +10.1% |
| All | +9.9% | -35.5% | +45.3% | +10.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling