+1,340.7%
URI vs AMBA
-0.9%
+1,341.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.1% | -5.0% | -0.6% |
| 7D | -9.8% | -7.2% | -2.5% | -7.9% |
| 30D | +1.7% | -10.4% | +12.1% | +4.6% |
| 3M | -9.1% | -30.1% | +21.1% | -0.2% |
| 6M | +9.9% | -22.4% | +32.3% | +11.1% |
| YTD | +31.2% | -17.3% | +48.6% | +28.2% |
| 1Y | +25.9% | -35.4% | +61.3% | +31.3% |
| 3Y | +147.4% | +18.6% | +128.8% | +96.1% |
| 5Y | +179.7% | -69.8% | +249.6% | +204.5% |
| All | +1,340.7% | -0.9% | +1,341.5% | +754.8% |
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