+293.8%
UNP vs AMBA
+12.8%
+281.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.3% | -2.9% | +1.7% |
| 7D | -3.3% | 0.0% | -3.2% | -3.3% |
| 30D | +6.7% | -8.6% | +15.3% | +7.7% |
| 3M | +1.8% | -29.0% | +30.8% | +5.6% |
| 6M | +13.3% | -19.2% | +32.5% | +13.1% |
| YTD | +30.3% | -13.0% | +43.3% | +27.7% |
| 1Y | +36.9% | -31.3% | +68.2% | +38.0% |
| 3Y | +50.9% | +28.1% | +22.8% | +32.3% |
| 5Y | +37.9% | -69.4% | +107.4% | +41.3% |
| 10Y | +293.8% | +7.6% | +286.2% | +172.2% |
| All | +293.8% | +12.8% | +281.0% | +172.2% |
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