-0.4%
UL vs AMBA
-34.6%
+34.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | -0.4% |
| 7D | +2.6% | -2.6% | +5.2% | +2.5% |
| 30D | +6.8% | -10.5% | +17.2% | +6.2% |
| 3M | +5.7% | -26.4% | +32.2% | +4.1% |
| 6M | +15.9% | -20.9% | +36.8% | +15.4% |
| YTD | +4.3% | -14.8% | +19.1% | +4.4% |
| 1Y | -0.4% | -36.1% | +35.6% | -1.0% |
| All | -0.4% | -34.6% | +34.2% | -1.0% |
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