+532.6%
UUUU vs AMBA
+2.6%
+530.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +8.4% | -8.9% | -3.5% |
| 7D | +1.8% | +2.5% | -0.7% | +0.7% |
| 30D | +1.8% | -16.1% | +18.0% | +8.3% |
| 3M | +1.3% | +4.6% | -3.4% | -3.5% |
| 6M | -26.8% | +29.2% | -56.0% | -36.5% |
| YTD | +0.1% | -2.9% | +2.9% | -4.3% |
| 1Y | +11.2% | -18.7% | +30.0% | +11.2% |
| 3Y | +97.7% | +14.9% | +82.8% | +60.4% |
| 5Y | +127.3% | -53.0% | +180.3% | +130.8% |
| 10Y | +532.6% | +8.3% | +524.3% | +313.1% |
| All | +532.6% | +2.6% | +530.0% | +313.1% |
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