+384.1%
UUUU vs AMBA
+0.6%
+383.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.3% | -1.3% | -2.8% |
| 7D | +1.4% | +10.7% | -9.3% | -2.2% |
| 30D | -27.9% | -5.0% | -22.9% | -26.4% |
| 3M | -53.8% | -26.9% | -26.9% | -48.3% |
| 6M | -68.1% | -21.9% | -46.2% | -66.5% |
| YTD | -54.1% | -13.8% | -40.3% | -54.1% |
| 1Y | -57.8% | -36.1% | -21.7% | -53.3% |
| 3Y | -15.4% | +21.6% | -37.1% | -32.8% |
| 5Y | -39.2% | -68.8% | +29.5% | -28.3% |
| All | +384.1% | +0.6% | +383.4% | +233.4% |
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