+24.6%
URI vs AMBA
-33.1%
+57.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -9.4% | +2.3% | -6.0% |
| 7D | -12.9% | -14.6% | +1.6% | -11.4% |
| 30D | -3.4% | -18.8% | +15.4% | -1.3% |
| 3M | -10.0% | -32.6% | +22.6% | -6.3% |
| 6M | +12.2% | -25.8% | +38.0% | +12.7% |
| YTD | +29.8% | -22.1% | +51.9% | +27.0% |
| 1Y | +24.6% | -36.2% | +60.8% | +24.0% |
| All | +24.6% | -33.1% | +57.7% | +24.0% |
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