+1,179.9%
URI vs AMBA
-7.1%
+1,187.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.8% |
| 7D | -2.0% | -11.0% | +9.0% | +1.3% |
| 30D | -12.9% | -23.2% | +10.2% | -6.3% |
| 3M | -6.7% | -12.7% | +6.0% | -6.4% |
| 6M | +19.0% | +11.2% | +7.8% | +8.1% |
| YTD | +25.5% | -11.2% | +36.8% | +21.1% |
| 1Y | +5.5% | -22.5% | +28.1% | +3.8% |
| 3Y | +111.3% | -1.3% | +112.6% | +79.1% |
| 5Y | +198.6% | -54.2% | +252.7% | +183.8% |
| All | +1,179.9% | -7.1% | +1,187.0% | +698.4% |
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