+284.1%
UNP vs AMBA
+4.3%
+279.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.3% | +1.5% |
| 7D | -0.9% | -2.7% | +1.7% | -0.7% |
| 30D | +8.0% | -10.5% | +18.5% | +9.2% |
| 3M | +3.3% | -26.4% | +29.8% | +6.8% |
| 6M | +14.7% | -20.9% | +35.6% | +14.8% |
| YTD | +31.9% | -14.8% | +46.7% | +29.6% |
| 1Y | +37.1% | -36.1% | +73.2% | +39.7% |
| 3Y | +51.9% | +20.2% | +31.6% | +34.4% |
| 5Y | +39.3% | -67.2% | +106.6% | +40.8% |
| 10Y | +284.1% | +4.9% | +279.2% | +166.1% |
| All | +284.1% | +4.3% | +279.8% | +166.1% |
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