+176.6%
URI vs AMBA
-72.1%
+248.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -9.4% | +2.3% | -4.8% |
| 7D | -12.9% | -14.6% | +1.6% | -9.4% |
| 30D | -3.4% | -18.8% | +15.4% | +1.5% |
| 3M | -10.0% | -32.6% | +22.6% | -1.5% |
| 6M | +12.2% | -25.8% | +38.0% | +14.6% |
| YTD | +29.8% | -22.1% | +51.9% | +29.0% |
| 1Y | +24.6% | -36.2% | +60.8% | +29.7% |
| 3Y | +137.6% | +10.0% | +127.6% | +94.6% |
| 5Y | +176.6% | -71.6% | +248.2% | +171.9% |
| All | +176.6% | -72.1% | +248.7% | +171.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling