+27.6%
UDR vs AMBA
+16.7%
+10.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.1% | -7.3% | -1.5% |
| 7D | +3.0% | -7.2% | +10.2% | +3.4% |
| 30D | +10.3% | -10.4% | +20.6% | +10.8% |
| 3M | -2.9% | -30.1% | +27.2% | -1.1% |
| 6M | +0.3% | -22.4% | +22.8% | +0.5% |
| YTD | +3.8% | -17.3% | +21.1% | +2.9% |
| 1Y | +12.7% | -35.4% | +48.1% | +13.9% |
| 3Y | +27.6% | +18.6% | +9.0% | +10.6% |
| All | +27.6% | +16.7% | +10.8% | +10.6% |
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